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LMUB — ISHARES LT NATIONAL MUNI BD

Reported value held$249.25M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)6
Institutional value$249.24M · 4.87M sh
New / Add / Cut / Exit3 / 2 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +168.3% (+3.05M sh)
Institutional value change Up +175.3%

As of Q2 2026, 6 SEC-registered investment managers reported holding LMUB (ISHARES LT NATIONAL MUNI BD) in their latest 13F filings, with a combined reported value of $249.24M across 4.87M shares. That is +168.3% by share count (+3.05M shares) versus the previous quarter, while reported value moved +175.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 2 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 6 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 2.80M $143.25M 0.02% New
Morgan Stanley history 1.63M $83.48M 0.01% Add
BlackRock Inc history 256.05K $13.11M 0.00% Hold
BNY Mellon history 176.33K $9.03M 0.00% Add
Goldman Sachs Group history 7.00K $358.75K 0.00% New
Wells Fargo & Co history 289 $14.80K 0.00% New

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.41M $70.36M 0.00% New
BlackRock Inc history 256.05K $12.78M 0.00% Reduce
BNY Mellon history 148.07K $7.39M 0.00% New
UBS Group AG history 115 $5.74K 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 322.00K $16.22M 0.00% Reduce

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 380.00K $18.98M 0.00% Hold
UBS Group AG history 3 $150 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 380.00K $18.49M 0.00% Reduce

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 400.00K $19.90M 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
JPMorgan Chase & Co 2.80M — — — — —
Morgan Stanley 1.63M 1.41M — — — —
BlackRock Inc 256.05K 256.05K 322.00K 380.00K 380.00K 400.00K
BNY Mellon 176.33K 148.07K — — — —
Goldman Sachs Group 7.00K — — — — —
Wells Fargo & Co 289 — — — — —
UBS Group AG — 115 — 3 — —

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