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

OneDigital 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	$10.4M	Buy	+207,877	New	+$10.5M	0.1%	171

Other funds holding LMUB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $36.1B AUM 19.68% 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

OneDigital Investment Advisors's LMUB Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q1 2026: 207,877 shares worth $10.4M. The stake represents 0.1% of the portfolio and ranks #171 among its holdings.

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

OneDigital Investment Advisors held 207,877 shares of iShares Long-Term National Muni Bond ETF worth $10.4M as of Q1 2026.
iShares Long-Term National Muni Bond ETF was a new OneDigital Investment Advisors position in Q1 2026.
iShares Long-Term National Muni Bond ETF made up 0.1% of OneDigital Investment Advisors's portfolio in Q1 2026, its #171 holding.
143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.