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
Q2 		– Sell
-115
Closed -$5.74K – 11389
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 $1.81T 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

UBS Group's LMUB Position: Q2 2026 in Review

UBS Group sold out of iShares Long-Term National Muni Bond ETF (LMUB) in Q2 2026, closing a stake of 115 shares — an estimated $5.74K sold.

UBS Group first reported a position in LMUB in Q3 2025 and held it in 2 quarters. The position peaked at $5.74K in Q1 2026. 184 funds tracked by Wall St. Rank hold LMUB as of Q2 2026.

  • UBS Group reported no remaining iShares Long-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 115 iShares Long-Term National Muni Bond ETF shares in Q2 2026, an estimated $5.74K.
  • UBS Group first reported a position in iShares Long-Term National Muni Bond ETF in Q3 2025 and held it in 2 quarters.
  • UBS Group's iShares Long-Term National Muni Bond ETF position peaked at $5.74K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.