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Wedmont Private Capital’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Wedmont Private Capital’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 		– Sell
-5,725
Closed -$291K – 1086
2026
Q2 		$291K Buy
+5,725
New +$290K 0.01% 749

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
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Wedmont Private Capital's LMUB Position: Q3 2026 in Review

Wedmont Private Capital sold out of iShares Long-Term National Muni Bond ETF (LMUB) in Q3 2026, closing a stake of 5,725 shares — an estimated $291K sold.

Wedmont Private Capital first reported a position in LMUB in Q2 2026 and held it in 1 quarter. The position peaked at $291K in Q2 2026. 13 funds tracked by Wall St. Rank hold LMUB as of Q3 2026.

  • Wedmont Private Capital reported no remaining iShares Long-Term National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 5,725 iShares Long-Term National Muni Bond ETF shares in Q3 2026, an estimated $291K.
  • Wedmont Private Capital first reported a position in iShares Long-Term National Muni Bond ETF in Q2 2026 and held it in 1 quarter.
  • Wedmont Private Capital's iShares Long-Term National Muni Bond ETF position peaked at $291K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.