P
LMUB

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

&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
Q2 		$1.81M Buy
32,640
+10,558
+48% +$535K 0.01% 1081
2026
Q1 		$1.1M Buy
+22,082
New +$1.12M 0.01% 1242

Other funds holding LMUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KCM
KM Capital Management Austin, Texas $213M AUM 21.82% 1-Year Est. Return

&Partners's LMUB Position: Q2 2026 in Review

&Partners increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 48% in Q2 2026, buying an estimated $535K and bringing the position to 32,640 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #1081.

&Partners first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • &Partners held 32,640 shares of iShares Long-Term National Muni Bond ETF worth $1.81M as of Q2 2026.
  • &Partners bought 10,558 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $535K.
  • iShares Long-Term National Muni Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1081 holding.
  • &Partners first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.