SWM
LMUB icon

SigFig Wealth Management’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

SigFig Wealth Management’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 		$808K Sell
17,371
-3,220
-16% -$159K 0.02% 108
2026
Q2 		$1.05M Buy
20,591
+1,978
+11% +$100K 0.03% 100
2026
Q1 		$929K Buy
+18,613
New +$941K 0.03% 99

Other funds holding LMUB

AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

SigFig Wealth Management's LMUB Position: Q3 2026 in Review

SigFig Wealth Management reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 16% in Q3 2026, selling an estimated $159K and leaving 17,371 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #108.

SigFig Wealth Management first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.05M in Q2 2026. 16 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • SigFig Wealth Management held 17,371 shares of iShares Long-Term National Muni Bond ETF worth $808K as of Q3 2026.
  • SigFig Wealth Management sold 3,220 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $159K.
  • iShares Long-Term National Muni Bond ETF made up 0.02% of SigFig Wealth Management's portfolio in Q3 2026, its #108 holding.
  • SigFig Wealth Management first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • SigFig Wealth Management's iShares Long-Term National Muni Bond ETF position peaked at $1.05M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

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