PIA
LMUB

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

Polaris 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
Q2 		$1.19M Buy
23,304
+8,676
+59% +$439K 0.76% 27
2026
Q1 		$730K Buy
+14,628
New +$740K 0.53% 36

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return

Polaris Investment Advisors's LMUB Position: Q2 2026 in Review

Polaris Investment Advisors increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 59% in Q2 2026, buying an estimated $439K and bringing the position to 23,304 shares worth $1.19M. The position accounts for 0.76% of the portfolio, ranked #27.

Polaris Investment Advisors first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Polaris Investment Advisors held 23,304 shares of iShares Long-Term National Muni Bond ETF worth $1.19M as of Q2 2026.
  • Polaris Investment Advisors bought 8,676 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $439K.
  • iShares Long-Term National Muni Bond ETF made up 0.76% of Polaris Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Polaris Investment Advisors first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.