GWP
LMUB

Gen-Wealth Partners’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Gen-Wealth Partners’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
Q2 		$1.59M Buy
30,979
+3,599
+13% +$182K 0.44% 55
2026
Q1 		$1.37M Buy
+27,380
New +$1.38M 0.43% 56

Other funds holding LMUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KCM
KM Capital Management Austin, Texas $213M AUM 21.82% 1-Year Est. Return

Gen-Wealth Partners's LMUB Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 13% in Q2 2026, buying an estimated $182K and bringing the position to 30,979 shares worth $1.59M. The position accounts for 0.44% of the portfolio, ranked #55.

Gen-Wealth Partners first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Gen-Wealth Partners held 30,979 shares of iShares Long-Term National Muni Bond ETF worth $1.59M as of Q2 2026.
  • Gen-Wealth Partners bought 3,599 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $182K.
  • iShares Long-Term National Muni Bond ETF made up 0.44% of Gen-Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Gen-Wealth Partners first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.