SWMG LLC
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SWMG LLC’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

SWMG LLC’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 		$208K Sell
4,357
-1,127
-21% -$55.5K 0.05% 115
2026
Q2 		$278K Buy
5,484
+1,058
+24% +$53.6K 0.07% 89
2026
Q1 		$221K Buy
+4,426
New +$224K 0.06% 112

Other funds holding LMUB

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Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
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
Fedenia Advisers
Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return
Watershed Private Wealth
Watershed Private Wealth Oak Brook, Illinois $373M AUM 15.07% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 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

SWMG LLC's LMUB Position: Q3 2026 in Review

SWMG LLC reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 21% in Q3 2026, selling an estimated $55.5K and leaving 4,357 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #115.

SWMG LLC first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $278K in Q2 2026. 64 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • SWMG LLC held 4,357 shares of iShares Long-Term National Muni Bond ETF worth $208K as of Q3 2026.
  • SWMG LLC sold 1,127 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $55.5K.
  • iShares Long-Term National Muni Bond ETF made up 0.05% of SWMG LLC's portfolio in Q3 2026, its #115 holding.
  • SWMG LLC first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • SWMG LLC's iShares Long-Term National Muni Bond ETF position peaked at $278K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.