One Advisory Partners’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

One Advisory Partners’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 Q3	$2.79M	Sell	59,956 -32,857	-35%	-$1.62M	0.75%	24
2026 Q2	$4.75M	Buy	92,813 +20,415	+28%	+$1.03M	1.29%	23
2026 Q1	$3.61M	Buy	+72,398	New	+$3.66M	1.11%	25

Other funds holding LMUB

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

One Wealth Capital Management Scottsdale, Arizona $267M AUM 13.69% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

One Advisory Partners's LMUB Position: Q3 2026 in Review

One Advisory Partners reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 35% in Q3 2026, selling an estimated $1.62M and leaving 59,956 shares worth $2.79M. The position accounts for 0.75% of the portfolio, ranked #24.

One Advisory Partners first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.75M in Q2 2026. 52 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

One Advisory Partners held 59,956 shares of iShares Long-Term National Muni Bond ETF worth $2.79M as of Q3 2026.
One Advisory Partners sold 32,857 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.62M.
iShares Long-Term National Muni Bond ETF made up 0.75% of One Advisory Partners's portfolio in Q3 2026, its #24 holding.
One Advisory Partners first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
One Advisory Partners's iShares Long-Term National Muni Bond ETF position peaked at $4.75M in Q2 2026.
52 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.