MWA
LMUB

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

Merkkuri Wealth Advisors’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 		– Sell
-2,800
Closed -$140K – 384
2026
Q1 		$140K Buy
+2,800
New +$142K 0.09% 94

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JP Morgan Chase
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Morgan Stanley
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MML Investors Services
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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

Merkkuri Wealth Advisors's LMUB Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026, closing a stake of 2,800 shares — an estimated $140K sold.

Merkkuri Wealth Advisors first reported a position in LMUB in Q1 2026 and held it in 1 quarter. The position peaked at $140K in Q1 2026. 183 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining iShares Long-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 2,800 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $140K.
  • Merkkuri Wealth Advisors first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's iShares Long-Term National Muni Bond ETF position peaked at $140K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.