证券记录 · 已归档季度
LMUB
iShares Long-Term National Muni Bond ETF · Financial Services · Asset Management - Bonds
26被追踪持有人
+6Δ持有人
27.71M持有股份
$1.42B报告持仓市值
+8新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +13.3% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +6 | 27.71M | $1.42B | +8 | −2 |
| Q1 2026 | 21 | +19 | 24.61M | $1.23B | +19 | — |
| Q4 2025 | 2 | 0 | 350.85K | $17.68M | — | — |
| Q3 2025 | 1 | 0 | 380.00K | $18.98M | — | — |
| Q2 2025 | 1 | — | 380.00K | $18.49M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 12.89M | +7.3% | $660.06M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 6.64M | +14.2% | $339.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 2.80M | +42.5% | $143.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 2.80M | +42.5% | $143.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.63M | +15.7% | $83.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 1.52M | +27.8% | $77.72M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.20M | +6.0% | $61.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 256.05K | 0.0% | $13.11M | 0.0% | Held | 5 | SEC ↗ |
| 9 | Stifel Financial Corp | 202.60K | +10.4% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 202.60K | +10.4% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 176.33K | +19.1% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 176.33K | +19.1% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 176.33K | +19.1% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 122.44K | -42.1% | $6.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 68.84K | +12.8% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 53.13K | +155.0% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 53.13K | +155.0% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 52.18K | +148.0% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 37.92K | 新增 | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 16.34K | +257.6% | $837,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 16.15K | +71.9% | $827,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 8.25K | 新增 | $419,392 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 8.06K | -11.2% | $412,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 7.00K | 新增 | $358,745 | 0.0% | New | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 6.00K | -21.1% | $307,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 4.17K | 新增 | $213,383 | 0.0% | New | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.38K | 新增 | $122,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.38K | 新增 | $122,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 2.37K | 新增 | $121,545 | 0.0% | New | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 505 | +179.0% | $25,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 289 | 新增 | $14,803 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 257 | 新增 | $13,168 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Mercer Global Advisors Inc… | $1.94M | 0.0% |
| Wealth Enhancement Advisory… | $419,392 | 0.0% |
| Goldman Sachs Group | $358,745 | 0.0% |
| Raymond James Financial Inc | $213,383 | 0.0% |
| Royal Bank Of Canada | $122,000 | 0.0% |
| Royal Bank Of Canada | $122,000 | 0.0% |
| Northwestern Mutual Wealth… | $121,545 | 0.0% |
| Wells Fargo & Company/Mn | $14,803 | 0.0% |
| Rockefeller Capital… | $13,168 | 0.0% |
已清仓
| Susquehanna International… | $274,865 | 曾为 0.0% |
| UBS Group AG | $5,742 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 143 持有人, 30.03M 股份, $1.43B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
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