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

Key Capital Management’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	$20.4K	Sell	438 -135	-24%	-$6.65K	0.01%	307
2026 Q2	$29.3K	Buy	+573	New	+$29K	0.02%	217

Other funds holding LMUB

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Key Capital Management's LMUB Position: Q3 2026 in Review

Key Capital Management reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 24% in Q3 2026, selling an estimated $6.65K and leaving 438 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #307.

Key Capital Management first reported a position in LMUB in Q2 2026 and has held it in 2 quarters since. The position peaked at $29.3K in Q2 2026. 166 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

Key Capital Management held 438 shares of iShares Long-Term National Muni Bond ETF worth $20.4K as of Q3 2026.
Key Capital Management sold 135 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $6.65K.
iShares Long-Term National Muni Bond ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #307 holding.
Key Capital Management first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
Key Capital Management's iShares Long-Term National Muni Bond ETF position peaked at $29.3K in Q2 2026.
166 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.