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Prosperity Capital Advisors’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Prosperity Capital 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
Q3 		$354K Buy
7,617
+864
+13% +$42.6K 0.02% 319
2026
Q2 		$346K Sell
6,753
-191
-3% -$9.67K 0.02% 325
2026
Q1 		$347K Buy
+6,944
New +$351K 0.02% 313

Other funds holding LMUB

AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Prosperity Capital Advisors's LMUB Position: Q3 2026 in Review

Prosperity Capital Advisors increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 13% in Q3 2026, buying an estimated $42.6K and bringing the position to 7,617 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #319.

Prosperity Capital Advisors first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Prosperity Capital Advisors held 7,617 shares of iShares Long-Term National Muni Bond ETF worth $354K as of Q3 2026.
  • Prosperity Capital Advisors bought 864 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $42.6K.
  • iShares Long-Term National Muni Bond ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q3 2026, its #319 holding.
  • Prosperity Capital Advisors first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.