LMUB · iShares Long-Term National Muni Bond ETF ETF
$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.
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, 2026Top Holder
100.0%
+62.5 pts
Top 5
100.0%
+30.1 pts
Top 10
100.0%
+18.3 pts
HHI
10,000
Highly concentrated+8,153
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
144
Unchanged
0
Holder count:
-144
Institutional value:
-99.7%
Shares held:
-99.7%
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, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | 12,013,761 | $599,847,086 | |
| 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 MML INVESTORS SERVICES, LLC | 1,187,412 | $59,287,481 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group LMUB | $4,921,524 | 100.00% | 96,086 | Shares | 2026-09-02 |