Heartwood Wealth Advisors LLC Increases Stake in iShares National Muni Bond ETF (NYSEARCA:MUB)

Heartwood Wealth Advisors LLC raised its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 0.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 110,990 shares of the exchange traded fund’s stock after purchasing an additional 806 shares during the quarter. iShares National Muni Bond ETF makes up approximately 1.3% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 24th largest holding. Heartwood Wealth Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $11,826,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wit LLC increased its position in shares of iShares National Muni Bond ETF by 713.9% during the third quarter. Wit LLC now owns 293 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 257 shares during the period. Legacy Investment Solutions LLC purchased a new position in shares of iShares National Muni Bond ETF during the third quarter worth approximately $34,000. GHP Investment Advisors Inc. purchased a new stake in shares of iShares National Muni Bond ETF in the 2nd quarter valued at $44,000. Cordant Inc. purchased a new position in iShares National Muni Bond ETF in the 3rd quarter worth $56,000. Finally, Future Financial Wealth Managment LLC bought a new stake in iShares National Muni Bond ETF in the third quarter worth $66,000.

iShares National Muni Bond ETF Trading Down 0.4 %

MUB stock traded down $0.44 during trading on Friday, hitting $105.66. 3,778,445 shares of the company traded hands, compared to its average volume of 3,945,157. iShares National Muni Bond ETF has a 1 year low of $105.37 and a 1 year high of $108.81. The company has a 50-day moving average of $107.19 and a 200-day moving average of $107.50.

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).