Pasadena Private Wealth’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Pasadena Private Wealth’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	$840K	Buy	+18,066	New	+$890K	0.1%	111

Other funds holding LMUB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $734M AUM 21.22% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Pasadena Private Wealth's LMUB Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q3 2026: 18,066 shares worth $840K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings.

116 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

Pasadena Private Wealth held 18,066 shares of iShares Long-Term National Muni Bond ETF worth $840K as of Q3 2026.
iShares Long-Term National Muni Bond ETF was a new Pasadena Private Wealth position in Q3 2026.
iShares Long-Term National Muni Bond ETF made up 0.1% of Pasadena Private Wealth's portfolio in Q3 2026, its #111 holding.
116 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.