PAG
LMUB

Private Advisor Group’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Private Advisor 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
Q2 		– Sell
-12,423
Closed -$620K – 2962
2026
Q1 		$620K Buy
+12,423
New +$628K ﹤0.01% 1720

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

Private Advisor Group's LMUB Position: Q2 2026 in Review

Private Advisor Group sold out of iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026, closing a stake of 12,423 shares — an estimated $620K sold.

Private Advisor Group first reported a position in LMUB in Q1 2026 and held it in 1 quarter. The position peaked at $620K in Q1 2026. 183 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Private Advisor Group reported no remaining iShares Long-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 12,423 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $620K.
  • Private Advisor Group first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Private Advisor Group's iShares Long-Term National Muni Bond ETF position peaked at $620K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.