Morningstar

iShares Long-Term National Muni Bd ETF LMUB

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis LMUB

Will LMUB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMUB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LMUB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LMUB’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Long-Term National Muni Bd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LMUB

More LMUB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity MuniCash Instl

4.36 74M
Cash and Equivalents

MASSACHUSETTS ST 5%

0.83 14M
municipal

WASHINGTON ST 5%

0.68 11M
municipal

ILLINOIS ST 5%

0.64 11M
municipal

ILLINOIS ST 5%

0.62 11M
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 5%

0.61 10M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

0.61 10M
municipal

TEXAS ST 5%

0.61 10M
municipal

OKLAHOMA CAP IMP AUTH ST HWY CAP IMPT REV 5.25%

0.60 10M
municipal

PENNSYLVANIA ST 5%

0.59 10M
municipal

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