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

Legacy 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	$1.14M	Buy	+24,608	New	+$1.21M	0.82%	32

Other funds holding LMUB

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

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

One Wealth Capital Management Scottsdale, Arizona $267M AUM 13.69% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return

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

Legacy Advisory Services opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q3 2026: 24,608 shares worth $1.14M. The stake represents 0.82% of the portfolio and ranks #32 among its holdings.

52 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

Legacy Advisory Services held 24,608 shares of iShares Long-Term National Muni Bond ETF worth $1.14M as of Q3 2026.
iShares Long-Term National Muni Bond ETF was a new Legacy Advisory Services position in Q3 2026.
iShares Long-Term National Muni Bond ETF made up 0.82% of Legacy Advisory Services's portfolio in Q3 2026, its #32 holding.
52 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.