Jordan Park Trust Co LLC LMUB — ISHARES LONG-TERM NATIONAL MUNI

Ownership history in Jordan Park Trust Co LLC  ·  1 quarter on record

AI Ownership Summary

Jordan Park Trust Co LLC reported ISHARES LONG-TERM NATIONAL MUNI (LMUB) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.18% in 2026 Q3. The latest visible filing shows LMUB at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LMUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jordan Park Trust Co LLC's position in ISHARES LONG-TERM NATIONAL MUNI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LMUB was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jordan Park Trust Co LLC held LMUB — position size vs. price
% of Fund (quarterly)    LMUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 6,308 — — 0.18% $293K 2026-10-19 $47.21

FAQ About Jordan Park Trust Co LLC and LMUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jordan Park Trust Co LLC reported owning LMUB?

Jordan Park Trust Co LLC reported LMUB across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported LMUB position in Jordan Park Trust Co LLC's portfolio?

The largest reported portfolio weight for LMUB was 0.18% in 2026 Q3.

What is the latest reported LMUB position on this page?

The most recent filing on this page is 2026 Q3, when Jordan Park Trust Co LLC reported 6,308 shares, equal to 0.18% of portfolio, with an estimated market value of $293K.

What does the chart on this LMUB ownership page compare?

The chart compares Jordan Park Trust Co LLC's quarterly LMUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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