Capasso Planning Partners LLC Trims Holdings in iShares National Muni Bond ETF $MUB

Capasso Planning Partners LLC reduced its stake in iShares National Muni Bond ETF (NYSEARCA:MUB) by 20.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 12,472 shares of the exchange traded fund’s stock after selling 3,201 shares during the quarter. iShares National Muni Bond ETF accounts for 0.7% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 23rd largest position. Capasso Planning Partners LLC’s holdings in iShares National Muni Bond ETF were worth $1,303,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Financial Network Wealth Advisors LLC lifted its stake in iShares National Muni Bond ETF by 121.9% during the first quarter. Financial Network Wealth Advisors LLC now owns 253 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 139 shares in the last quarter. HFM Investment Advisors LLC acquired a new stake in shares of iShares National Muni Bond ETF in the first quarter valued at $37,000. Integrity Financial Corp WA grew its stake in shares of iShares National Muni Bond ETF by 55.7% in the first quarter. Integrity Financial Corp WA now owns 358 shares of the exchange traded fund’s stock valued at $38,000 after buying an additional 128 shares in the last quarter. Mattson Financial Services LLC purchased a new stake in shares of iShares National Muni Bond ETF in the 1st quarter valued at $41,000. Finally, Harbor Asset Planning Inc. purchased a new stake in shares of iShares National Muni Bond ETF in the 2nd quarter valued at $43,000. Institutional investors and hedge funds own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Performance

Shares of iShares National Muni Bond ETF stock opened at $107.22 on Friday. The business has a 50-day moving average of $106.59 and a 200 day moving average of $104.90. iShares National Muni Bond ETF has a 12 month low of $100.29 and a 12 month high of $108.60.

iShares National Muni Bond ETF Company Profile

iShares National AMT-Free Muni Bond ETF (the Fund), formerly iShares S&P National AMT-Free Municipal Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P National AMT-Free Municipal Bond Index (the Index).