Trinity Wealth Management LLC lifted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 22.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,081 shares of the exchange traded fund’s stock after acquiring an additional 6,153 shares during the period. iShares National Muni Bond ETF makes up approximately 1.3% of Trinity Wealth Management LLC’s portfolio, making the stock its 20th biggest position. Trinity Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $3,512,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently made changes to their positions in MUB. Karpus Management Inc. acquired a new position in iShares National Muni Bond ETF in the fourth quarter valued at approximately $25,000. Turning Point Benefit Group Inc. acquired a new position in shares of iShares National Muni Bond ETF during the 3rd quarter valued at $26,000. Dunhill Financial LLC boosted its stake in iShares National Muni Bond ETF by 807.1% during the fourth quarter. Dunhill Financial LLC now owns 254 shares of the exchange traded fund’s stock worth $27,000 after acquiring an additional 226 shares in the last quarter. Carolina Wealth Advisors LLC acquired a new stake in iShares National Muni Bond ETF in the fourth quarter worth $28,000. Finally, Hantz Financial Services Inc. grew its holdings in iShares National Muni Bond ETF by 164.1% in the fourth quarter. Hantz Financial Services Inc. now owns 309 shares of the exchange traded fund’s stock worth $33,000 after purchasing an additional 192 shares during the period. Institutional investors own 90.19% of the company’s stock.
iShares National Muni Bond ETF Trading Down 0.1%
Shares of NYSEARCA MUB opened at $107.26 on Wednesday. The firm’s 50-day moving average price is $106.92 and its 200-day moving average price is $107.18. iShares National Muni Bond ETF has a 1-year low of $103.14 and a 1-year high of $109.00.
About iShares National Muni Bond ETF
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). The Index measures the performance of the investment-grade segment of the United States municipal bond market. The Fund invests in a representative sample of the securities included in the Index that collectively has an investment profile similar to the Index.
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