RWS
LMUB

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
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

KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
WPW
Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
PIA
Polaris Investment Advisors Framingham, Massachusetts $156M AUM
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Retirement Wealth Solutions's LMUB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 40% in Q2 2026, buying an estimated $387K and bringing the position to 26,539 shares worth $1.36M. The position accounts for 0.75% of the portfolio, ranked #28.

Retirement Wealth Solutions first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Retirement Wealth Solutions held 26,539 shares of iShares Long-Term National Muni Bond ETF worth $1.36M as of Q2 2026.
  • Retirement Wealth Solutions bought 7,647 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $387K.
  • iShares Long-Term National Muni Bond ETF made up 0.75% of Retirement Wealth Solutions's portfolio in Q2 2026, its #28 holding.
  • Retirement Wealth Solutions first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.