Manhattan West Asset Management’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Manhattan West Asset 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 Q2	$10.6M	Buy	206,883 +48,495	+31%	+$2.46M	1.77%	17
2026 Q1	$7.91M	Buy	158,388 +99,370	+168%	+$5.03M	1.55%	21
2025 Q4	$2.97M	Buy	59,018 +37,095	+169%	+$1.87M	0.61%	45
2025 Q3	$1.1M	Buy	+21,923	New	+$1.07M	0.23%	80

Other funds holding LMUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Manhattan West Asset Management's LMUB Position: Q2 2026 in Review

Manhattan West Asset Management increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 31% in Q2 2026, buying an estimated $2.46M and bringing the position to 206,883 shares worth $10.6M. The position accounts for 1.77% of the portfolio, ranked #17.

Manhattan West Asset Management first reported a position in LMUB in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

Manhattan West Asset Management held 206,883 shares of iShares Long-Term National Muni Bond ETF worth $10.6M as of Q2 2026.
Manhattan West Asset Management bought 48,495 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.46M.
iShares Long-Term National Muni Bond ETF made up 1.77% of Manhattan West Asset Management's portfolio in Q2 2026, its #17 holding.
Manhattan West Asset Management first reported a position in iShares Long-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Manhattan West Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.