Westside Investment Management Inc. Acquires New Holdings in iShares Long-Term National Muni Bond ETF $LMUB

Westside Investment Management Inc. bought a new stake in iShares Long-Term National Muni Bond ETF (NYSEARCA:LMUB – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 17,574 shares of the company’s stock, valued at approximately $817,000.

Several other large investors have also modified their holdings of the stock. Envestnet Asset Management Inc. raised its stake in iShares Long-Term National Muni Bond ETF by 7.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 12,886,730 shares of the company’s stock worth $660,058,000 after acquiring an additional 872,969 shares in the last quarter. Redwood Investment Management LLC purchased a new stake in iShares Long-Term National Muni Bond ETF in the first quarter valued at $1,085,000. NewEdge Advisors LLC purchased a new stake in iShares Long-Term National Muni Bond ETF in the first quarter valued at $588,000. Kestra Advisory Services LLC acquired a new position in iShares Long-Term National Muni Bond ETF in the first quarter valued at $4,092,000. Finally, SMART Wealth LLC boosted its stake in iShares Long-Term National Muni Bond ETF by 152.5% in the second quarter. SMART Wealth LLC now owns 68,464 shares of the company’s stock valued at $3,507,000 after acquiring an additional 41,354 shares in the last quarter.

iShares Long-Term National Muni Bond ETF Stock Performance

NYSEARCA LMUB opened at $48.69 on Friday. The company has a fifty day moving average of $47.59 and a two-hundred day moving average of $49.76. iShares Long-Term National Muni Bond ETF has a 1 year low of $45.81 and a 1 year high of $53.52.

iShares Long-Term National Muni Bond ETF Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares Long-Term National Muni Bond ETF (NYSEARCA:LMUB)

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