RIS
LMUB

Richmond Investment Services’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Richmond Investment Services’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
-11,276
Closed -$563K – 267
2026
Q1 		$563K Buy
+11,276
New +$570K 0.09% 141

Other funds holding LMUB

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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

Richmond Investment Services's LMUB Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026, closing a stake of 11,276 shares — an estimated $563K sold.

Richmond Investment Services first reported a position in LMUB in Q1 2026 and held it in 1 quarter. The position peaked at $563K in Q1 2026. 183 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares Long-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 11,276 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $563K.
  • Richmond Investment Services first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Richmond Investment Services's iShares Long-Term National Muni Bond ETF position peaked at $563K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.