Waller Financial Planning Group Inc. Raises Stake in iShares National Muni Bond ETF (NYSEARCA:MUB)

Waller Financial Planning Group Inc. lifted its stake in iShares National Muni Bond ETF (NYSEARCA:MUB) by 1.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,613 shares of the exchange traded fund’s stock after purchasing an additional 344 shares during the period. iShares National Muni Bond ETF makes up 0.8% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 25th largest holding. Waller Financial Planning Group Inc.’s holdings in iShares National Muni Bond ETF were worth $2,806,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Able Wealth Management LLC raised its position in shares of iShares National Muni Bond ETF by 3.1% during the 4th quarter. Able Wealth Management LLC now owns 3,124 shares of the exchange traded fund’s stock worth $333,000 after purchasing an additional 94 shares during the last quarter. Gallagher Fiduciary Advisors LLC lifted its holdings in iShares National Muni Bond ETF by 2.6% in the 4th quarter. Gallagher Fiduciary Advisors LLC now owns 3,776 shares of the exchange traded fund’s stock valued at $402,000 after purchasing an additional 95 shares in the last quarter. FAS Wealth Partners Inc. raised its position in shares of iShares National Muni Bond ETF by 0.6% in the fourth quarter. FAS Wealth Partners Inc. now owns 16,641 shares of the exchange traded fund’s stock valued at $1,773,000 after buying an additional 97 shares during the last quarter. Bogart Wealth LLC boosted its position in iShares National Muni Bond ETF by 6.3% during the fourth quarter. Bogart Wealth LLC now owns 1,677 shares of the exchange traded fund’s stock worth $179,000 after acquiring an additional 100 shares during the last quarter. Finally, Kanawha Capital Management LLC grew its stake in iShares National Muni Bond ETF by 4.5% in the 4th quarter. Kanawha Capital Management LLC now owns 2,328 shares of the exchange traded fund’s stock worth $248,000 after acquiring an additional 101 shares during the period.

iShares National Muni Bond ETF Price Performance

Shares of iShares National Muni Bond ETF stock opened at $103.89 on Thursday. iShares National Muni Bond ETF has a fifty-two week low of $100.29 and a fifty-two week high of $108.81. The business’s fifty day moving average is $104.11 and its two-hundred day moving average is $105.89.

iShares National Muni Bond ETF Company 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).