Montgomery Financial Services’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Montgomery Financial Services’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	$5.94K	Buy	+116	New	+$5.88K	0.01%	216

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Montgomery Financial Services's LMUB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026: 116 shares worth $5.94K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings.

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

Montgomery Financial Services held 116 shares of iShares Long-Term National Muni Bond ETF worth $5.94K as of Q2 2026.
iShares Long-Term National Muni Bond ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Long-Term National Muni Bond ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #216 holding.
178 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.