20,091 Shares in iShares Long-Term National Muni Bond ETF $LMUB Acquired by Core Wealth Advisors LLC

Core Wealth Advisors LLC purchased a new position in shares of iShares Long-Term National Muni Bond ETF (NYSEARCA:LMUB) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 20,091 shares of the company’s stock, valued at approximately $1,003,000. iShares Long-Term National Muni Bond ETF accounts for approximately 0.8% of Core Wealth Advisors LLC’s holdings, making the stock its 23rd largest holding. Core Wealth Advisors LLC owned 0.07% of iShares Long-Term National Muni Bond ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Merkkuri Wealth Advisors LLC acquired a new stake in shares of iShares Long-Term National Muni Bond ETF in the first quarter valued at approximately $140,000. Aegis Wealth Management Inc. purchased a new position in shares of iShares Long-Term National Muni Bond ETF during the first quarter worth approximately $305,000. Elevation Point Wealth Partners LLC acquired a new position in shares of iShares Long-Term National Muni Bond ETF in the 1st quarter valued at $449,000. EWA LLC acquired a new position in shares of iShares Long-Term National Muni Bond ETF in the 1st quarter valued at $487,000. Finally, RCS Financial Planning LLC acquired a new position in shares of iShares Long-Term National Muni Bond ETF in the 1st quarter valued at $488,000.

iShares Long-Term National Muni Bond ETF Stock Performance

LMUB stock opened at $51.18 on Friday. The company has a fifty day moving average price of $50.69 and a 200 day moving average price of $50.61. iShares Long-Term National Muni Bond ETF has a 12 month low of $47.68 and a 12 month high of $53.52.

iShares Long-Term National Muni Bond ETF Profile

The iShares Long-Term National Muni Bond ETF (LMUB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is passively managed to track an index composed of investment-grade US municipal bonds with remaining maturities of 12 years or more. Securities are selected based on credit quality and duration LMUB was launched on Mar 17, 2025 and is issued by BlackRock.