Fedenia Advisers
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Fedenia Advisers’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Fedenia Advisers’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 		$5.31M Sell
114,150
-14,209
-11% -$700K 1.25% 24
2026
Q2 		$6.57M Buy
128,359
+2,584
+2% +$131K 1.56% 15
2026
Q1 		$6.28M Buy
+125,775
New +$6.36M 4.66% 4

Other funds holding LMUB

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
One Wealth Capital Management
One Wealth Capital Management Scottsdale, Arizona $267M AUM 13.69% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
One Advisory Partners
One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

Fedenia Advisers's LMUB Position: Q3 2026 in Review

Fedenia Advisers reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 11% in Q3 2026, selling an estimated $700K and leaving 114,150 shares worth $5.31M. The position accounts for 1.25% of the portfolio, ranked #24.

Fedenia Advisers first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.57M in Q2 2026. 52 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Fedenia Advisers held 114,150 shares of iShares Long-Term National Muni Bond ETF worth $5.31M as of Q3 2026.
  • Fedenia Advisers sold 14,209 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $700K.
  • iShares Long-Term National Muni Bond ETF made up 1.25% of Fedenia Advisers's portfolio in Q3 2026, its #24 holding.
  • Fedenia Advisers first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Fedenia Advisers's iShares Long-Term National Muni Bond ETF position peaked at $6.57M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.