Mount Yale Investment Advisors’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Mount Yale Investment 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 Q1	$449K	Buy	+8,996	New	+$455K	0.01%	751

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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Mount Yale Investment Advisors's LMUB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q1 2026: 8,996 shares worth $449K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings.

143 funds tracked by Wall St. Rank hold LMUB as of Q1 2026.

Mount Yale Investment Advisors held 8,996 shares of iShares Long-Term National Muni Bond ETF worth $449K as of Q1 2026.
iShares Long-Term National Muni Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Long-Term National Muni Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #751 holding.
143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.