Wealth Enhancement Advisory Services’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Wealth Enhancement Advisory Services’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	$2.5M	Buy	54,214 +45,968	+557%	+$2.26M	﹤0.01%	1525
2026 Q2	$419K	Buy	+8,246	New	+$418K	﹤0.01%	2861

Other funds holding LMUB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's LMUB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Long-Term National Muni Bond ETF (LMUB) stake by 557% in Q3 2026, buying an estimated $2.26M and bringing the position to 54,214 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Wealth Enhancement Advisory Services first reported a position in LMUB in Q2 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

Wealth Enhancement Advisory Services held 54,214 shares of iShares Long-Term National Muni Bond ETF worth $2.5M as of Q3 2026.
Wealth Enhancement Advisory Services bought 45,968 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $2.26M.
iShares Long-Term National Muni Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1525 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2026 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 Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.