SVWG
LMUB

Shared Vision Wealth Group’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Shared Vision Wealth Group’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 		$1.25M Buy
24,444
+10,971
+81% +$556K 0.43% 43
2026
Q1 		$673K Buy
+13,473
New +$681K 0.27% 50

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
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

Shared Vision Wealth Group's LMUB Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 81% in Q2 2026, buying an estimated $556K and bringing the position to 24,444 shares worth $1.25M. The position accounts for 0.43% of the portfolio, ranked #43.

Shared Vision Wealth Group first reported a position in LMUB in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • Shared Vision Wealth Group held 24,444 shares of iShares Long-Term National Muni Bond ETF worth $1.25M as of Q2 2026.
  • Shared Vision Wealth Group bought 10,971 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $556K.
  • iShares Long-Term National Muni Bond ETF made up 0.43% of Shared Vision Wealth Group's portfolio in Q2 2026, its #43 holding.
  • Shared Vision Wealth Group first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.