iShares LT National Muni BDLMUBETF
13F holders, Q2 2026 (June 30)184holders +40
48new positions
10sold out
$51.21avg. 13F price*
At the end of Q2 2026, 184 institutions reported holding iShares LT National Muni BD (LMUB) in their 13F filings, up 40 from Q1 2026. 48 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($660.1M), LPL Financial LLC ($340.0M) and JPMorgan Chase & Co. ($143.2M).
- Company
- iShares LT National Muni BD
- CUSIP
- 46438G448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $43.9M |
| Exits | 10 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 5,812,048 shares bought and 198,932 shares sold, net +5,613,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| Envestnet Asset Management Inc. | 0.16% | Add +7.3% | 12,886,730 | $660.1M |
| LPL Financial LLC | 0.08% | Add +14.2% | 6,637,082 | $340.0M |
| JPMorgan Chase & Co. | 0.01% | Add +42.5% | 2,795,874 | $143.2M |
| Morgan Stanley | 0.00% | Add +15.7% | 1,629,744 | $83.5M |
| MML Investors Services, LLC | 0.16% | Add +27.8% | 1,517,394 | $77.7M |
| Cetera Investment Advisers | 0.06% | Add +6.0% | 1,198,291 | $61.4M |
| Park Avenue Securities LLC | 0.37% | Add +5.1% | 1,163,887 | $59.6M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +8.2% | 883,578 | $45.3M |
| Sanctuary Advisors, LLC | 0.12% | Add +57.0% | 513,457 | $26.3M |
| KM Capital Management Ltd. | 10.65% | Add +7.6% | 442,423 | $22.7M |
| Vise Technologies, Inc. | 0.21% | New | 356,058 | $18.2M |
| Foundations Investment Advisors, LLC | 0.18% | Add +32.4% | 341,310 | $17.5M |
| One Wealth Advisors, LLC | 1.90% | Add +37.9% | 336,349 | $17.2M |
| OneDigital Investment Advisors LLC | 0.13% | Add +46.9% | 305,445 | $15.6M |
| Icon Wealth Advisors, LLC | 0.94% | Add +3.5% | 303,512 | $15.5M |
| BlackRock, Inc. | 0.00% | No change | 256,048 | $13.1M |
| Manhattan West Asset Management, LLC | 1.77% | Add +30.6% | 206,883 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +10.4% | 202,598 | $10.4M |
| Buttonwood Financial Group, LLC | 5.72% | Add +6.7% | 195,270 | $10.0M |
| Detalus Advisors, LLC | 1.95% | Add +16.9% | 195,227 | $10.0M |
| Bank of New York Mellon Corp | 0.00% | Add +19.1% | 176,327 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +8.3% | 173,943 | $8.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +103.3% | 166,629 | $8.5M |
| Tyche Wealth Partners LLC | 1.11% | Add +21.1% | 154,916 | $7.9M |
| Kelly Financial Services LLC | 1.44% | Add +9.9% | 131,465 | $6.7M |
| Atlatl Advisers LLC | 1.56% | Add +2.0% | 128,359 | $6.6M |
| One Wealth Capital Management, LLC | 1.85% | Add +69.6% | 127,065 | $6.5M |
| Savvy Advisors, Inc. | 0.14% | Add +16.5% | 124,535 | $6.4M |
| Jane Street Group, LLC | 0.00% | Reduce -42.1% | 122,442 | $6.3M |
| Watershed Private Wealth LLC | 1.74% | Reduce -5.2% | 120,450 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.7% | 115,023 | $5.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +355.1% | 110,326 | $5.7M |
| May Hill Capital, LLC | 1.07% | Add +44.4% | 99,644 | $5.1M |
| Keebeck Wealth Management | 0.49% | Add +33.2% | 97,034 | $5.0M |
| Seeds Investor LLC | 0.51% | Add +5.8% | 96,615 | $4.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.50% | Add +74.9% | 96,086 | $4.9M |
| Atria Investments, Inc | 0.05% | Add +9.9% | 95,732 | $4.9M |
| ONE Advisory Partners, LLC | 1.29% | Add +28.2% | 92,813 | $4.8M |
| JB Capital LLC | 0.16% | Add +37.8% | 88,356 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +12.4% | 86,176 | $4.4M |
| Plancorp, LLC | 0.11% | New | 85,460 | $4.3M |
| Diversify Advisory Services, LLC | 0.07% | New | 87,187 | $4.3M |
| Diversify Wealth Management, LLC | 0.07% | Add +24.1% | 87,187 | $4.3M |
| Wealth Alliance, LLC | 0.35% | Add +0.6% | 82,843 | $4.2M |
| LiftPoint Family Wealth Advisors LLC | 2.48% | Add +8.6% | 71,316 | $3.7M |
| Able Wealth Management LLC | 0.81% | Add +193.0% | 69,016 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +12.8% | 68,843 | $3.5M |
| SMART Wealth LLC | 0.76% | Add +152.5% | 68,464 | $3.5M |
| Triad Wealth Partners, LLC | 0.20% | Add +5.6% | 67,859 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +123.3% | 65,017 | $3.3M |
| EFG International AG | 0.06% | Add +22.2% | 62,187 | $3.2M |
| Strategic Blueprint, LLC | 0.16% | Add +97.9% | 62,156 | $3.2M |
| WealthShield Partners, LLC | 0.45% | Add +11.4% | 57,176 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +155.0% | 53,129 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +148.0% | 52,184 | $2.7M |
| Advyzon Investment Management, LLC | 0.19% | Reduce -32.0% | 52,174 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +335.3% | 51,261 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 48,300 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.7% | 47,749 | $2.4M |
| Theory Financial LLC | 0.63% | Add +3.1% | 38,963 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 37,917 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Add +11.3% | 37,537 | $1.9M |
| Sovran Advisors, LLC | 0.14% | Add +105.2% | 36,946 | $1.8M |
| World Investment Advisors | 0.03% | Add +1.6% | 36,220 | $1.8M |
| &partners | 0.01% | Add +47.8% | 32,640 | $1.8M |
| Mgo One Seven LLC | 0.03% | Add +71.2% | 35,381 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +282.4% | 34,399 | $1.8M |
| Cornerstone Planning Group LLC | 0.22% | Add +4.7% | 34,888 | $1.7M |
| Principal Securities, Inc. | 0.02% | Add +19.9% | 33,601 | $1.7M |
| Verus Capital Partners, LLC | 0.09% | Add +3.0% | 31,421 | $1.6M |
| Gen-Wealth Partners Inc | 0.44% | Add +13.1% | 30,979 | $1.6M |
| Apeiron RIA LLC | 0.41% | Reduce -0.1% | 30,870 | $1.6M |
| TSA Wealth Managment LLC | 0.41% | Add +68.8% | 28,534 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +15.9% | 27,958 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +3.6% | 27,702 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | Add +26.8% | 27,558 | $1.4M |
| Retirement Wealth Solutions LLC | 0.75% | Add +40.5% | 26,539 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.11% | Add +17.4% | 25,623 | $1.3M |
| Shared Vision Wealth Group LLC | 0.43% | Add +81.4% | 24,444 | $1.3M |
| Polaris Investment Advisors, LLC | 0.76% | Add +59.3% | 23,304 | $1.2M |
| Aspire Private Capital, LLC | 0.25% | Add +24.6% | 23,145 | $1.2M |
| Wedbush Securities Inc. | 0.03% | No change | 21,851 | $1.1M |
| Eq LLC | 0.27% | New | 21,668 | $1.1M |
| SigFig Wealth Management, LLC | 0.03% | Add +10.6% | 20,591 | $1.1M |
| Core Wealth Advisors, LLC | 0.77% | Add +1.8% | 20,459 | $1.0M |
| Arax Advisory Partners | 0.01% | Add +1215.7% | 19,986 | $1.0M |
| PFG Advisors | 0.05% | New | 19,528 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.10% | New | 18,855 | $966K |
| Conquis Financial LLC | 0.76% | Reduce -33.9% | 18,432 | $944K |
| Cypress Wealth Services, LLC | 0.12% | Add +28.7% | 18,312 | $938K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +6.8% | 18,189 | $931K |
| Modern Wealth Management, LLC | 0.01% | Add +4.6% | 17,406 | $892K |
| Simplicity Wealth,LLC | 0.03% | Add +7.9% | 16,811 | $861K |
| LifePlan Investment Advisors, Inc. | 0.30% | Add +22.0% | 16,787 | $860K |
| AE Wealth Management LLC | 0.00% | Add +56.2% | 16,617 | $851K |
| Fifth Third Bancorp | 0.00% | Add +257.6% | 16,344 | $837K |
| Balefire, LLC | 0.14% | New | 16,318 | $836K |
| Cerity Partners LLC | 0.00% | Add +71.9% | 16,148 | $827K |
| Regal Investment Advisors LLC | 0.04% | Add +60.4% | 15,014 | $769K |
| Sigma Planning Corp | 0.02% | New | 14,916 | $764K |
| Ewa, LLC | 0.13% | Add +46.3% | 14,277 | $731K |
| Vantage Point Financial LLC | 0.22% | Add +23.9% | 14,211 | $728K |
| Zenith Solutions, Inc. | 0.65% | — | 13,943 | $714K |
| Old Mission Capital LLC | 0.02% | New | 13,937 | $714K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +1.1% | 13,901 | $712K |
| Integrated Advisors Network LLC | 0.03% | Add +38.9% | 13,211 | $677K |
| Sharkey, Howes & Javer | 0.08% | Add +14.6% | 13,113 | $672K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 12,617 | $646K |
| Curtis Wealth Management LLC | 0.51% | Add +35.6% | 11,860 | $607K |
| Firethorn Wealth Partners, LLC | 0.19% | Add +67.7% | 11,763 | $603K |
| Lifeworks Advisors, LLC | 0.06% | Add +53.7% | 11,434 | $586K |
| Integrated Wealth Concepts LLC | 0.00% | Add +38.3% | 11,400 | $584K |
| RCS Financial Planning, LLC | 0.25% | Add +5.6% | 10,317 | $528K |
| Maia Wealth LLC | 0.07% | New | 9,821 | $503K |
| Perigon Wealth Management, LLC | 0.01% | Add +20.5% | 9,397 | $481K |
| PUREfi Wealth, LLC | 0.26% | Add +5.6% | 9,363 | $480K |
| GeoWealth Management, LLC | 0.01% | Add +74.1% | 8,421 | $431K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,246 | $419K |
| JFS Wealth Advisors, LLC | 0.02% | Add +81.2% | 8,108 | $415K |
| Aegis Wealth Management, Inc. | 0.27% | Add +31.9% | 8,061 | $413K |
| Assetmark, Inc. | 0.00% | Reduce -11.2% | 8,057 | $413K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +24.7% | 7,879 | $404K |
| Islay Capital Management, LLC | 0.19% | New | 7,798 | $399K |
| Elequin Capital, LP | 0.07% | New | 7,719 | $395K |
| Coldstream Capital Management Inc. | 0.01% | Add +39.0% | 7,715 | $395K |
| Global Retirement Partners, LLC | 0.01% | — | 7,712 | $395K |
| Alta Wealth Advisors LLC | 0.10% | New | 7,369 | $377K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,004 | $359K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -2.8% | 6,753 | $346K |
| Western Wealth Management, LLC | 0.01% | New | 6,612 | $339K |
| Wealthgarden F.S. LLC | 0.19% | New | 6,608 | $338K |
| Vantus Wealth LLC | 0.17% | — | 6,259 | $321K |
| Resolute Wealth Advisor, Inc. | 0.17% | No change | 6,130 | $306K |
| Stirlingshire Investments, Inc. | 0.22% | Add +2.7% | 5,880 | $301K |
| URS Advisory LLC | 0.16% | Add +7.3% | 5,703 | $292K |
| Wedmont Private Capital | 0.01% | New | 5,725 | $291K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -3.0% | 5,495 | $281K |
| Swmg, LLC | 0.07% | Add +23.9% | 5,484 | $278K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | Add +5924.4% | 5,422 | $278K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 5,352 | $274K |
| Legacy Wealth Partners, LLC | 0.06% | New | 4,865 | $249K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | Reduce -23.3% | 4,659 | $239K |
| Roan Capital Partners | 0.19% | Reduce -3.3% | 4,565 | $234K |
| Strategy Asset Managers LLC | 0.03% | New | 4,549 | $233K |
| Blalock Williams, LLC | 0.15% | New | 4,491 | $230K |
| Capital Asset Managemnet, LLC | 0.51% | No change | 4,382 | $224K |
| Per Stirling Capital Management, LLC. | 0.02% | New | 4,250 | $218K |
| Founders Financial Alliance, LLC | 0.03% | New | 4,175 | $214K |
| Raymond James Financial Inc. | 0.00% | New | 4,166 | $213K |
| Gilliland Jeter Wealth Management LLC | 0.06% | New | 4,107 | $210K |
| Fiduciary Financial Advisors | 0.02% | New | 4,028 | $206K |
| Nwam LLC | 0.01% | New | 3,988 | $204K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -22.4% | 3,178 | $163K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.8% | 3,093 | $158K |
| Creative Financial Designs Inc. | 0.01% | New | 2,483 | $127K |
| Royal Bank of Canada | 0.00% | New | 2,377 | $122K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,373 | $122K |
| IFP Advisors, Inc | 0.00% | Add +30.4% | 2,246 | $115K |
| Centaurus Financial, Inc. | 0.00% | New | 2,144 | $110K |
| LGT Financial Advisors LLC | 0.44% | Add +18.8% | 1,638 | $84K |
| CoreCap Advisors, LLC | 0.00% | New | 1,465 | $75K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,429 | $73K |
| Vision Retirement, LLC | 0.02% | New | 1,332 | $68K |
| IFG Advisory, LLC | 0.00% | New | 1,125 | $58K |
| Smartleaf Asset Management LLC | 0.00% | No change | 841 | $43K |
| Mather Group, Llc. | 0.00% | Add +12.6% | 696 | $36K |
| Key Capital Management, INC | 0.02% | New | 573 | $29K |
| US Bancorp \de | 0.00% | Add +179.0% | 505 | $26K |
| Tsfg, LLC | 0.00% | New | 472 | $24K |
| Private Trust Co. NA | 0.00% | Add +12.9% | 446 | $23K |
| Continuum Advisory, LLC | 0.00% | New | 412 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 410 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +43.7% | 352 | $18K |
| CX Institutional | 0.00% | New | 347 | $18K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 334 | $17K |
| Wells Fargo & Company | 0.00% | New | 289 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +81.8% | 269 | $14K |
| Rockefeller Capital Management L.P. | 0.00% | New | 257 | $13K |
| Allworth Financial LP | 0.00% | No change | 175 | $9K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 169 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 141 | $7K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 139 | $7K |
| Montgomery Financial Services LLC | 0.01% | — | 116 | $6K |
| Signature Equity Partners, LLC | 0.00% | No change | 85 | $4K |
"% of holder's portfolio" is LMUB's weight in each manager's 13F, not the share of iShares LT National Muni BD the manager owns.