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 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Long-Term National Muni Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
RESOLUTE WEALTH ADVISOR, INC.
Report period
2026-06-30
Available
2026-08-20
Reported shares
6,130
Value (USD)
$306,071
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001420506-26-001876
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read LMUB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read LMUB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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