Maia Wealth
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Maia Wealth’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Maia Wealth’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 		$634K Buy
13,631
+3,810
+39% +$188K 0.09% 185
2026
Q2 		$503K Buy
+9,821
New +$497K 0.07% 220

Other funds holding LMUB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Maia Wealth's LMUB Position: Q3 2026 in Review

Maia Wealth increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 39% in Q3 2026, buying an estimated $188K and bringing the position to 13,631 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #185.

Maia Wealth first reported a position in LMUB in Q2 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Maia Wealth held 13,631 shares of iShares Long-Term National Muni Bond ETF worth $634K as of Q3 2026.
  • Maia Wealth bought 3,810 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $188K.
  • iShares Long-Term National Muni Bond ETF made up 0.09% of Maia Wealth's portfolio in Q3 2026, its #185 holding.
  • Maia Wealth first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.