RWS
LMUB icon

Retirement Wealth Solutions’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Retirement Wealth Solutions’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 		$397K Sell
8,535
-18,004
-68% -$887K 0.21% 51
2026
Q2 		$1.36M Buy
26,539
+7,647
+40% +$387K 0.75% 28
2026
Q1 		$943K Buy
+18,892
New +$956K 0.59% 30

Other funds holding LMUB

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
AWM
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
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
DA
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

Retirement Wealth Solutions's LMUB Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 68% in Q3 2026, selling an estimated $887K and leaving 8,535 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #51.

Retirement Wealth Solutions first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.36M in Q2 2026. 36 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Retirement Wealth Solutions held 8,535 shares of iShares Long-Term National Muni Bond ETF worth $397K as of Q3 2026.
  • Retirement Wealth Solutions sold 18,004 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $887K.
  • iShares Long-Term National Muni Bond ETF made up 0.21% of Retirement Wealth Solutions's portfolio in Q3 2026, its #51 holding.
  • Retirement Wealth Solutions first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's iShares Long-Term National Muni Bond ETF position peaked at $1.36M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.