Theory Financial
LMUB icon

Theory Financial’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Theory Financial’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 		$1.05M Sell
22,668
-16,295
-42% -$803K 0.34% 54
2026
Q2 		$2M Buy
38,963
+1,190
+3% +$60.3K 0.63% 47
2026
Q1 		$1.89M Buy
+37,773
New +$1.91M 0.66% 47

Other funds holding LMUB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Theory Financial's LMUB Position: Q3 2026 in Review

Theory Financial reduced its iShares Long-Term National Muni Bond ETF (LMUB) stake by 42% in Q3 2026, selling an estimated $803K and leaving 22,668 shares worth $1.05M. The position accounts for 0.34% of the portfolio, ranked #54.

Theory Financial first reported a position in LMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $2M in Q2 2026. 166 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Theory Financial held 22,668 shares of iShares Long-Term National Muni Bond ETF worth $1.05M as of Q3 2026.
  • Theory Financial sold 16,295 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $803K.
  • iShares Long-Term National Muni Bond ETF made up 0.34% of Theory Financial's portfolio in Q3 2026, its #54 holding.
  • Theory Financial first reported a position in iShares Long-Term National Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Theory Financial's iShares Long-Term National Muni Bond ETF position peaked at $2M in Q2 2026.
  • 166 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Theory Financial's 13F filing for Q3 2026, filed 9 Nov 2026.