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

VisionPoint Advisory 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
Q3 		$945K Buy
20,312
+3,994
+24% +$197K 0.15% 154
2026
Q2 		$836K Buy
+16,318
New +$827K 0.14% 175

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
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VisionPoint Advisory Group's LMUB Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 24% in Q3 2026, buying an estimated $197K and bringing the position to 20,312 shares worth $945K. The position accounts for 0.15% of the portfolio, ranked #154.

VisionPoint Advisory Group first reported a position in LMUB in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • VisionPoint Advisory Group held 20,312 shares of iShares Long-Term National Muni Bond ETF worth $945K as of Q3 2026.
  • VisionPoint Advisory Group bought 3,994 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $197K.
  • iShares Long-Term National Muni Bond ETF made up 0.15% of VisionPoint Advisory Group's portfolio in Q3 2026, its #154 holding.
  • VisionPoint Advisory Group first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.