LMUB · iShares Long-Term National Muni Bond ETF ETF

Alerts for LMUB

$48.49 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $4,921,524

Total Shares: 96,086

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+59.6 pts

Top 5

100.0%

+25.4 pts

Top 10

100.0%

+16.9 pts

HHI

10,000

Highly concentrated+7,987

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

1

Decreased

0

Sold Out

71

Unchanged

0

Holder count: -71

Institutional value: -99.3%

Shares held: -99.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Small MLG Wealth Management DBA Pine Grove Financial Group	+41,159	96,086

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega LPL Financial LLC	5,812,359	$290,211,084
Mega JPMORGAN CHASE & CO	1,962,505	$97,987,873
Mega MORGAN STANLEY	1,409,170	$70,359,858
Large Cetera Investment Advisers	1,130,875	$56,464,588
Micro KM Capital Management Ltd.	411,226	$20,532,514

Filter: New 0 Increased 1 Reduced 0 Sold out 71 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

MLG Wealth Management DBA Pine Grove Financial Group LMUB

$4,921,524

100.00%

96,086

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	1,962,505	$97,987,873	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,409,170	$70,359,858	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Elite Income Advisors, Inc.	12,031	$600,707	4.7%	Other
DONATO WEALTH MANAGEMENT, PLLC	34,694	$1,732,271	13.5%	Other
Held directly	211,014	$10,535,929	81.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	4,048	$202,116	1.6%	Sole
Held directly	252,000	$12,582,360	98.4%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	211,325	$10,551,457	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	182,452	$9,109,828	99.4%	Defined
Stifel Independent Advisors, LLC	1,043	$52,076	0.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc.	148,073	$7,393,284	100.0%	Defined
Held directly	2	$99	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55i, LLC	82,376	$4,113,033	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LiftPoint Family Wealth Advisors LLC joint	71,417	$3,565,850	93.0%	Other
Held directly	5,348	$267,025	7.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC joint	72,825	$3,636,152	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EFG Private Wealth Management (Americas) Corp.	50,899	$2,541,387	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVEONE SECURITIES, LLC joint	7,108	$354,902	21.1%	Other
Held directly	26,616	$1,328,936	78.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LPL FINANCIAL LLC	4,140	$206,710	13.6%	Other
Held directly	26,378	$1,317,053	86.4%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	26,739	$1,335,078	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	24,116	$1,204,111	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	11,073	$552,874	53.2%	Defined
Osaic Advisory Services, LLC	9,760	$487,316	46.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	400	$19,972	2.4%	Other
Held directly	16,243	$811,012	97.6%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	5,505	$274,864	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blackridge Asset Management, LLC joint	4,838	$241,561	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
U.S. BANCORP ADVISORS, LLC	181	$9,037	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	115	$5,741	100.0%	Defined