JB Capital
LMUB icon

JB Capital’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

JB Capital’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 		$3.81M Sell
81,964
-6,392
-7% -$315K 0.13% 93
2026
Q2 		$4.53M Buy
88,356
+24,235
+38% +$1.23M 0.16% 83
2026
Q1 		$3.2M Buy
+64,121
New +$3.24M 0.13% 91

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 13.63% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

JB Capital's LMUB Position: Q3 2026 in Review

JB Capital reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 7.2% in Q3 2026, selling an estimated $315K and leaving 81,964 shares worth $3.81M. The position accounts for 0.13% of the portfolio, ranked #93.

JB Capital first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.53M in Q2 2026. 36 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • JB Capital held 81,964 shares of iShares Long-Term National Muni Bond ETF worth $3.81M as of Q3 2026.
  • JB Capital sold 6,392 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $315K.
  • iShares Long-Term National Muni Bond ETF made up 0.13% of JB Capital's portfolio in Q3 2026, its #93 holding.
  • JB Capital first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • JB Capital's iShares Long-Term National Muni Bond ETF position peaked at $4.53M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.