PDS Planning Inc Boosts Holdings in iShares National Muni Bond ETF $MUB

PDS Planning Inc grew its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 15.7% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 108,451 shares of the exchange traded fund’s stock after purchasing an additional 14,697 shares during the quarter. iShares National Muni Bond ETF accounts for 0.8% of PDS Planning Inc’s holdings, making the stock its 27th largest position. PDS Planning Inc’s holdings in iShares National Muni Bond ETF were worth $11,331,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. JB Capital LLC purchased a new position in iShares National Muni Bond ETF during the second quarter valued at $2,341,000. Blue Trust Inc. boosted its position in shares of iShares National Muni Bond ETF by 16.3% during the second quarter. Blue Trust Inc. now owns 35,872 shares of the exchange traded fund’s stock valued at $3,748,000 after buying an additional 5,040 shares during the period. Robertson Stephens Wealth Management LLC lifted its stake in shares of iShares National Muni Bond ETF by 32.8% during the 2nd quarter. Robertson Stephens Wealth Management LLC now owns 137,365 shares of the exchange traded fund’s stock worth $14,352,000 after acquiring an additional 33,954 shares during the last quarter. Cyndeo Wealth Partners LLC bought a new stake in shares of iShares National Muni Bond ETF during the 2nd quarter worth approximately $1,053,000. Finally, Beacon Bridge Wealth Partners LLC increased its stake in iShares National Muni Bond ETF by 18.6% in the second quarter. Beacon Bridge Wealth Partners LLC now owns 115,600 shares of the exchange traded fund’s stock worth $12,078,000 after purchasing an additional 18,158 shares during the period. Institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Price Performance

iShares National Muni Bond ETF stock opened at $106.85 on Friday. The firm has a 50-day moving average of $105.32 and a two-hundred day moving average of $104.43. iShares National Muni Bond ETF has a 1 year low of $100.29 and a 1 year high of $108.60.

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).