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LMUBiShares Long-Term National Muni Bd ETF

Get income1y track recordRanked #247 of 1,650 in this goal

Tracks the investment results of the ICE AMT-Free US Long National Municipal Index.

By iShares · Launched 2025

Annual Cost

0.09%

#343 of 5,854 · low cost

Fund Size

$1.7B

#837 of 5,854 · large

Dividend YieldGoal

3.75%

Track Record

1 year

#4,157 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,751+7.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

ICE AMT-Free US Long National Municipal Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.1% of fundwell diversified

BlackRock Liquidity Funds
1.2%
New York City Transitional Finance Authority Future Tax Secured
1.0%
New York City Municipal Water Finance Authority
0.9%
New Jersey Transportation Trust Fund Authority
0.9%
New Jersey Transportation Trust Fund Authority
0.9%
Chicago Transit Authority Sales Tax Receipts Fund
0.9%
New York City Transitional Finance Authority Future Tax Secured
0.8%
City of San Francisco
0.8%
Tarrant Regional Water District
0.8%
State of California
0.8%

Asset allocation

Bonds
95.9%
Cash
4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.2%Low

Year-on-year price swings

Max drawdown
-5.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.7 years

Avg maturity

10.3 years

Credit ratings

AAA
20.7%
AA
64.0%
A
14.9%
BBB
0.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the ICE AMT-Free US Long National Municipal Index.
Strategy
Invests primarily in investment-grade U.S. municipal bonds with maturities of 12 years or more, seeking to track the ICE AMT-Free US Long National Municipal Index. The Fund uses a representative sampling indexing strategy to manage its portfolio, aiming for low turnover and better after-tax performance.
Inception date
March 17, 2025
Fund family
iShares

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Data updated on 2026-08-03