WT
LMUB

Whittier Trust’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

Whittier Trust’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 		– Sell
-5,607
Closed -$283K – 1443
2025
Q4 		$283K Hold
5,607
– – ﹤0.01% 538
2025
Q3 		$281K Buy
+5,607
New +$273K ﹤0.01% 525

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

Whittier Trust's LMUB Position: Q1 2026 in Review

Whittier Trust sold out of iShares Long-Term National Muni Bond ETF (LMUB) in Q1 2026, closing a stake of 5,607 shares — an estimated $283K sold.

Whittier Trust first reported a position in LMUB in Q3 2025 and held it in 2 quarters. The position peaked at $283K in Q4 2025. 143 funds tracked by Wall St. Rank hold LMUB as of Q1 2026.

  • Whittier Trust reported no remaining iShares Long-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 5,607 iShares Long-Term National Muni Bond ETF shares in Q1 2026, an estimated $283K.
  • Whittier Trust first reported a position in iShares Long-Term National Muni Bond ETF in Q3 2025 and held it in 2 quarters.
  • Whittier Trust's iShares Long-Term National Muni Bond ETF position peaked at $283K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.