JWA
LMUB

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

JFS Wealth 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 		$415K Buy
8,108
+3,634
+81% +$184K 0.02% 249
2026
Q1 		$223K Buy
+4,474
New +$226K 0.01% 311

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return

JFS Wealth Advisors's LMUB Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 81% in Q2 2026, buying an estimated $184K and bringing the position to 8,108 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #249.

JFS Wealth Advisors first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • JFS Wealth Advisors held 8,108 shares of iShares Long-Term National Muni Bond ETF worth $415K as of Q2 2026.
  • JFS Wealth Advisors bought 3,634 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares Long-Term National Muni Bond ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #249 holding.
  • JFS Wealth Advisors first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.