Plancorp LLC Makes New Investment in iShares Long-Term National Muni Bond ETF $LMUB

Plancorp LLC purchased a new position in iShares Long-Term National Muni Bond ETF (NYSEARCA:LMUB) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 46,393 shares of the company’s stock, valued at approximately $2,240,000.

Several other institutional investors have also recently made changes to their positions in LMUB. Westside Investment Management Inc. purchased a new stake in shares of iShares Long-Term National Muni Bond ETF in the third quarter worth $817,000. Kestra Advisory Services LLC boosted its stake in iShares Long-Term National Muni Bond ETF by 8.4% during the third quarter. Kestra Advisory Services LLC now owns 180,709 shares of the company’s stock valued at $8,405,000 after buying an additional 14,080 shares during the period. Quest 10 Wealth Builders Inc. grew its position in iShares Long-Term National Muni Bond ETF by 77.6% during the third quarter. Quest 10 Wealth Builders Inc. now owns 728 shares of the company’s stock worth $34,000 after buying an additional 318 shares in the last quarter. Commonwealth Equity Services LLC purchased a new position in iShares Long-Term National Muni Bond ETF during the third quarter worth about $2,911,000. Finally, Integrity Advisory Solutions LLC bought a new position in iShares Long-Term National Muni Bond ETF in the 3rd quarter worth about $224,000.

iShares Long-Term National Muni Bond ETF Price Performance

NYSEARCA LMUB traded up $0.12 during trading on Friday, reaching $48.81. The company’s stock had a trading volume of 233,432 shares, compared to its average volume of 461,486. The firm has a fifty day moving average of $47.58 and a 200 day moving average of $49.75. iShares Long-Term National Muni Bond ETF has a one year low of $45.81 and a one 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.