NWAM LLC’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

NWAM LLC’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	$204K	Buy	+3,988	New	+$202K	0.01%	662

Other funds holding LMUB

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

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return

Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

NWAM LLC's LMUB Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026: 3,988 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings.

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

NWAM LLC held 3,988 shares of iShares Long-Term National Muni Bond ETF worth $204K as of Q2 2026.
iShares Long-Term National Muni Bond ETF was a new NWAM LLC position in Q2 2026.
iShares Long-Term National Muni Bond ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #662 holding.
45 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.