Prosperity Planning Inc. Purchases 34,098 Shares of iShares National Muni Bond ETF $MUB

Prosperity Planning Inc. boosted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 143.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 57,885 shares of the exchange traded fund’s stock after purchasing an additional 34,098 shares during the quarter. iShares National Muni Bond ETF comprises approximately 1.3% of Prosperity Planning Inc.’s investment portfolio, making the stock its 21st largest holding. Prosperity Planning Inc.’s holdings in iShares National Muni Bond ETF were worth $5,852,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Checchi Capital Advisers LLC increased its position in shares of iShares National Muni Bond ETF by 21.5% during the first quarter. Checchi Capital Advisers LLC now owns 47,229 shares of the exchange traded fund’s stock worth $5,013,000 after acquiring an additional 8,356 shares in the last quarter. CX Institutional lifted its position in iShares National Muni Bond ETF by 6.9% in the 3rd quarter. CX Institutional now owns 253,468 shares of the exchange traded fund’s stock valued at $25,626,000 after acquiring an additional 16,427 shares in the last quarter. Triad Wealth Partners LLC lifted its position in iShares National Muni Bond ETF by 44.0% in the 1st quarter. Triad Wealth Partners LLC now owns 100,580 shares of the exchange traded fund’s stock valued at $10,677,000 after acquiring an additional 30,724 shares in the last quarter. Vicus Capital boosted its stake in iShares National Muni Bond ETF by 4.1% during the 1st quarter. Vicus Capital now owns 183,680 shares of the exchange traded fund’s stock valued at $19,498,000 after purchasing an additional 7,189 shares during the last quarter. Finally, MidFirst Bank bought a new stake in iShares National Muni Bond ETF during the 4th quarter worth approximately $3,565,000. Institutional investors and hedge funds own 90.19% of the company’s stock.

iShares National Muni Bond ETF Price Performance

Shares of iShares National Muni Bond ETF stock opened at $100.74 on Friday. iShares National Muni Bond ETF has a 52 week low of $100.07 and a 52 week high of $109.00. The business has a 50 day moving average price of $103.81 and a 200-day moving average price of $105.73.

iShares National Muni Bond ETF 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). 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.