MWAM
LMUB

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $94B AUM 20.14% 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
KCM
KM Capital Management Austin, Texas $149M AUM 18.7% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Manhattan West Asset Management's LMUB Position: Q1 2026 in Review

Manhattan West Asset Management increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 168% in Q1 2026, buying an estimated $5.03M and bringing the position to 158,388 shares worth $7.91M. The position accounts for 1.55% of the portfolio, ranked #21.

Manhattan West Asset Management first reported a position in LMUB in Q3 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold LMUB as of Q1 2026.

  • Manhattan West Asset Management held 158,388 shares of iShares Long-Term National Muni Bond ETF worth $7.91M as of Q1 2026.
  • Manhattan West Asset Management bought 99,370 iShares Long-Term National Muni Bond ETF shares in Q1 2026, an estimated $5.03M.
  • iShares Long-Term National Muni Bond ETF made up 1.55% of Manhattan West Asset Management's portfolio in Q1 2026, its #21 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 3 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.