RWA
LMUB

Resolute Wealth Advisor’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Resolute Wealth Advisor’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
Q1 		$306K Buy
+6,130
New +$310K 0.17% 60
2025
Q2 		$306K Buy
+6,130
New +$299K 0.17% 60

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
KCM
KM Capital Management Austin, Texas $149M AUM 18.7% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Resolute Wealth Advisor's LMUB Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q1 2026: 6,130 shares worth $306K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in LMUB as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in LMUB in Q2 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold LMUB as of Q1 2026.

  • Resolute Wealth Advisor held 6,130 shares of iShares Long-Term National Muni Bond ETF worth $306K as of Q1 2026.
  • iShares Long-Term National Muni Bond ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Long-Term National Muni Bond ETF made up 0.17% of Resolute Wealth Advisor's portfolio in Q1 2026, its #60 holding.
  • Resolute Wealth Advisor first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.