Morton Brown Family Wealth LLC Has $18.34 Million Stock Position in iShares National Muni Bond ETF $MUB

Morton Brown Family Wealth LLC lifted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 11.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 171,231 shares of the exchange traded fund’s stock after acquiring an additional 17,341 shares during the quarter. iShares National Muni Bond ETF accounts for about 5.0% of Morton Brown Family Wealth LLC’s holdings, making the stock its 6th biggest holding. Morton Brown Family Wealth LLC’s holdings in iShares National Muni Bond ETF were worth $18,341,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in MUB. Brookstone Capital Management grew its holdings in iShares National Muni Bond ETF by 31.5% in the 3rd quarter. Brookstone Capital Management now owns 130,663 shares of the exchange traded fund’s stock worth $13,914,000 after acquiring an additional 31,324 shares during the last quarter. Advyzon Investment Management LLC grew its holdings in iShares National Muni Bond ETF by 18.1% in the 3rd quarter. Advyzon Investment Management LLC now owns 41,426 shares of the exchange traded fund’s stock worth $4,411,000 after acquiring an additional 6,349 shares during the last quarter. Allen Capital Group LLC grew its holdings in iShares National Muni Bond ETF by 121.7% in the 3rd quarter. Allen Capital Group LLC now owns 11,413 shares of the exchange traded fund’s stock worth $1,215,000 after acquiring an additional 6,265 shares during the last quarter. First Horizon Corp bought a new stake in iShares National Muni Bond ETF in the 3rd quarter worth $3,365,000. Finally, BIP Wealth LLC grew its holdings in iShares National Muni Bond ETF by 171.2% in the 3rd quarter. BIP Wealth LLC now owns 71,152 shares of the exchange traded fund’s stock worth $7,577,000 after acquiring an additional 44,917 shares during the last quarter. 90.19% of the stock is currently owned by institutional investors.

iShares National Muni Bond ETF Price Performance

Shares of iShares National Muni Bond ETF stock opened at $107.31 on Thursday. iShares National Muni Bond ETF has a 12-month low of $103.14 and a 12-month high of $109.00. The company’s fifty day simple moving average is $107.27 and its two-hundred day simple moving average is $107.27.

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.