LWPC
LMUB

Legacy Wealth Partners (Colorado)’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$249K Buy
+4,865
New +$246K 0.06% 174

Other funds holding LMUB

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KCM
KM Capital Management Austin, Texas $213M AUM 21.82% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s LMUB Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026: 4,865 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings.

184 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 4,865 shares of iShares Long-Term National Muni Bond ETF worth $249K as of Q2 2026.
  • iShares Long-Term National Muni Bond ETF was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
  • iShares Long-Term National Muni Bond ETF made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #174 holding.
  • 184 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.