Kestra Advisory Services’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Kestra Advisory 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 Q3	$8.4M	Buy	180,709 +14,080	+8%	+$694K	0.02%	637
2026 Q2	$8.53M	Buy	166,629 +84,677	+103%	+$4.29M	0.03%	570
2026 Q1	$4.09M	Buy	+81,952	New	+$4.15M	0.02%	904

Other funds holding LMUB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Watershed Private Wealth Oak Brook, Illinois $373M AUM 15.07% 1-Year Est. Return

Kestra Advisory Services's LMUB Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 8.4% in Q3 2026, buying an estimated $694K and bringing the position to 180,709 shares worth $8.4M. The position accounts for 0.02% of the portfolio, ranked #637.

Kestra Advisory Services first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.53M in Q2 2026. 97 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

Kestra Advisory Services held 180,709 shares of iShares Long-Term National Muni Bond ETF worth $8.4M as of Q3 2026.
Kestra Advisory Services bought 14,080 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $694K.
iShares Long-Term National Muni Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #637 holding.
Kestra Advisory Services first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
Kestra Advisory Services's iShares Long-Term National Muni Bond ETF position peaked at $8.53M in Q2 2026.
97 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.