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

HighTower 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 Q2	$3.53M	Buy	68,843 +7,795	+13%	+$395K	﹤0.01%	1433
2026 Q1	$3.05M	Buy	61,048 +32,202	+112%	+$1.63M	﹤0.01%	1467
2025 Q4	$1.45M	Buy	28,846 +1,399	+5%	+$70.7K	﹤0.01%	1863
2025 Q3	$1.37M	Buy	27,447 +3,770	+16%	+$183K	﹤0.01%	1878
2025 Q2	$1.15M	Buy	+23,677	New	+$1.16M	﹤0.01%	1919

Other funds holding LMUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

HighTower Advisors's LMUB Position: Q2 2026 in Review

HighTower Advisors increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 13% in Q2 2026, buying an estimated $395K and bringing the position to 68,843 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

HighTower Advisors first reported a position in LMUB in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

HighTower Advisors held 68,843 shares of iShares Long-Term National Muni Bond ETF worth $3.53M as of Q2 2026.
HighTower Advisors bought 7,795 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $395K.
iShares Long-Term National Muni Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1433 holding.
HighTower Advisors first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.