Pine Grove Financial Group
LMUB icon

Pine Grove Financial Group’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Pine Grove Financial Group’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 		$3.06M Sell
65,685
-30,401
-32% -$1.5M 0.3% 56
2026
Q2 		$4.92M Buy
96,086
+41,159
+75% +$2.08M 0.5% 48
2026
Q1 		$2.74M Buy
+54,927
New +$2.78M 0.32% 56

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Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Pine Grove Financial Group's LMUB Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 32% in Q3 2026, selling an estimated $1.5M and leaving 65,685 shares worth $3.06M. The position accounts for 0.3% of the portfolio, ranked #56.

Pine Grove Financial Group first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.92M in Q2 2026. 39 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Pine Grove Financial Group held 65,685 shares of iShares Long-Term National Muni Bond ETF worth $3.06M as of Q3 2026.
  • Pine Grove Financial Group sold 30,401 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $1.5M.
  • iShares Long-Term National Muni Bond ETF made up 0.3% of Pine Grove Financial Group's portfolio in Q3 2026, its #56 holding.
  • Pine Grove Financial Group first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Pine Grove Financial Group's iShares Long-Term National Muni Bond ETF position peaked at $4.92M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.