KFS
LMUB

Kelly Financial Services’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Kelly Financial Services’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 		$6.73M Buy
131,465
+11,807
+10% +$598K 1.44% 20
2026
Q1 		$5.97M Buy
+119,658
New +$6.05M 1.44% 22

Other funds holding LMUB

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
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
OWCM
One Wealth Capital Management Scottsdale, Arizona $355M AUM 13.58% 1-Year Est. Return
WPW
Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Kelly Financial Services's LMUB Position: Q2 2026 in Review

Kelly Financial Services increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 9.9% in Q2 2026, buying an estimated $598K and bringing the position to 131,465 shares worth $6.73M. The position accounts for 1.44% of the portfolio, ranked #20.

Kelly Financial Services first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Kelly Financial Services held 131,465 shares of iShares Long-Term National Muni Bond ETF worth $6.73M as of Q2 2026.
  • Kelly Financial Services bought 11,807 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $598K.
  • iShares Long-Term National Muni Bond ETF made up 1.44% of Kelly Financial Services's portfolio in Q2 2026, its #20 holding.
  • Kelly Financial Services first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.