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Public ownership evidence

iShares Long-Term National Muni Bond ETF (LMUB) Ownership Disclosures

Read LMUB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-206,130$306,071None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2037,917$1,942,109None
KM Capital Management Ltd.2026-06-302026-08-18442,423$22,660,906None
Corient Private Wealth LP2026-06-302026-08-186,000$307,320None
Redwood Investment Management, LLC2026-06-302026-08-1827,558$1,412,000None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,144$110,000None
EFG International AG2026-06-302026-08-1562,187$3,185,218None
Modern Wealth Management, LLC2026-06-302026-08-1516,992$870,329None
Modern Wealth Management, LLC2026-06-302026-08-15414$21,216None
Vantage Point Financial LLC2026-06-302026-08-1514,211$727,887None
Advyzon Investment Management, LLC2026-06-302026-08-152,053$105,155None
Advyzon Investment Management, LLC2026-06-302026-08-1550,121$2,567,190None
Lifeworks Advisors, LLC2026-06-302026-08-1511,434$585,649None
Western Wealth Management, LLC2026-06-302026-08-156,612$338,686None
Foundations Investment Advisors, LLC2026-06-302026-08-1560,130$3,079,845None
Foundations Investment Advisors, LLC2026-06-302026-08-15268,577$13,756,530None
Foundations Investment Advisors, LLC2026-06-302026-08-1512,603$645,526None
IFG Advisory, LLC2026-06-302026-08-151,125$57,637None
Per Stirling Capital Management, LLC.2026-06-302026-08-154,250$217,685None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,273$935,943None
OSAIC HOLDINGS, INC.2026-06-302026-08-1534,856$1,785,371None
JANE STREET GROUP, LLC2026-06-302026-08-15122,442$6,271,479None
Orion Porfolio Solutions, LLC2026-06-302026-08-15173,943$8,909,370None
Regal Investment Advisors LLC2026-06-302026-08-1515,014$769,018None
OLD MISSION CAPITAL LLC2026-06-302026-08-1513,937$713,853None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154,028$206,314None
&PARTNERS2026-06-302026-08-1532,640$1,813,794None
Thrivent Financial for Lutherans2026-06-302026-08-15115,023$5,892,000None
Cerity Partners LLC2026-06-302026-08-1516,148$827,101None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1513,785$706,068None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1534,515$1,767,858None
STRATEGY ASSET MANAGERS LLC2026-06-302026-08-154,549$233,000None
ROYAL BANK OF CANADA2026-06-302026-08-15714$37,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,663$85,000None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-157,715$395,162None
World Investment Advisors2026-06-302026-08-1536,220$1,837,091None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,004$358,745None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,166$213,383None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15289$14,803None
Silver Grove Financial Group, Inc.2026-06-302026-08-14334$17,107None
CONQUIS FINANCIAL LLC2026-06-302026-08-1418,432$944,087None
TWIN PEAKS WEALTH ADVISORS, LLC2026-06-302026-08-145,422$277,715None
ISLAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-147,798$399,414None
Sanctuary Advisors, LLC2026-06-302026-08-14513,457$26,299,258None
CreativeOne Wealth, LLC2026-06-302026-08-1427,688$1,418,177None
CreativeOne Wealth, LLC2026-06-302026-08-149,849$504,466None
Rockefeller Capital Management L.P.2026-06-302026-08-14257$13,168None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1486,176$4,413,935None
RESOLUTE WEALTH ADVISOR, INC.2025-06-302026-08-146,130$306,071None
Elequin Capital, LP2026-06-302026-08-147,719$395,367None

90-day public filing window, up to 50 source positions.

RESOLUTE WEALTH ADVISOR, INC. ↗MERCER GLOBAL ADVISORS INC /ADV ↗KM Capital Management Ltd. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗CENTAURUS FINANCIAL, INC. ↗EFG International AG ↗Modern Wealth Management, LLC ↗Modern Wealth Management, LLC ↗Vantage Point Financial LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.