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Farther Finance Advisors’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Farther Finance Advisors’s Portfolio LMUB Stock Details LMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.06M Sell
44,234
-66,092
-60% -$3.26M 0.01% 761
2026
Q2 		$5.65M Buy
110,326
+86,082
+355% +$4.36M 0.04% 369
2026
Q1 		$1.22M Buy
+24,244
New +$1.23M 0.01% 865

Other funds holding LMUB

AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Farther Finance Advisors's LMUB Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 60% in Q3 2026, selling an estimated $3.26M and leaving 44,234 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #761.

Farther Finance Advisors first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.65M in Q2 2026. 16 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Farther Finance Advisors held 44,234 shares of iShares Long-Term National Muni Bond ETF worth $2.06M as of Q3 2026.
  • Farther Finance Advisors sold 66,092 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $3.26M.
  • iShares Long-Term National Muni Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #761 holding.
  • Farther Finance Advisors first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's iShares Long-Term National Muni Bond ETF position peaked at $5.65M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.