Theory Financial LLC Buys New Stake in iShares Long-Term National Muni Bond ETF $LMUB

Theory Financial LLC bought a new stake in iShares Long-Term National Muni Bond ETF (NYSEARCA:LMUB) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 37,773 shares of the company’s stock, valued at approximately $1,886,000. Theory Financial LLC owned approximately 0.13% of iShares Long-Term National Muni Bond ETF as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sanctuary Advisors LLC acquired a new position in shares of iShares Long-Term National Muni Bond ETF during the first quarter worth $16,328,000. Vantage Point Financial LLC acquired a new stake in shares of iShares Long-Term National Muni Bond ETF in the 1st quarter worth $572,000. Lifeworks Advisors LLC acquired a new stake in shares of iShares Long-Term National Muni Bond ETF in the 1st quarter worth $371,000. Diversify Wealth Management LLC purchased a new position in iShares Long-Term National Muni Bond ETF during the 1st quarter worth $3,562,000. Finally, Fifth Third Bancorp purchased a new position in iShares Long-Term National Muni Bond ETF during the 1st quarter worth $228,000.

iShares Long-Term National Muni Bond ETF Stock Down 0.1%

Shares of NYSEARCA:LMUB opened at $50.69 on Thursday. The business’s 50-day moving average is $50.71 and its 200 day moving average is $50.63. iShares Long-Term National Muni Bond ETF has a 1 year low of $47.68 and a 1 year 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.