UBS Group
LMUB

UBS Group’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

UBS 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
Q1 		$5.74K Buy
+115
New +$5.82K ﹤0.01% 8746
2025
Q4 		– Sell
-3
Closed -$150 – 11495
2025
Q3 		$150 Buy
+3
New +$146 ﹤0.01% 9867

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $94B AUM 20.14% 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
KCM
KM Capital Management Austin, Texas $149M AUM 18.7% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

UBS Group's LMUB Position: Q1 2026 in Review

UBS Group opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q1 2026: 115 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #8746 among its holdings. This is a return to the name: UBS Group previously reported a position in LMUB as recently as Q3 2025.

UBS Group first reported a position in LMUB in Q3 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold LMUB as of Q1 2026.

  • UBS Group held 115 shares of iShares Long-Term National Muni Bond ETF worth $5.74K as of Q1 2026.
  • iShares Long-Term National Muni Bond ETF was a new UBS Group position in Q1 2026.
  • iShares Long-Term National Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8746 holding.
  • UBS Group first reported a position in iShares Long-Term National Muni Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.