Sofi Wealth LLC Has $61.53 Million Stake in iShares National Muni Bond ETF $MUB

Sofi Wealth LLC cut its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 12.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 577,779 shares of the exchange traded fund’s stock after selling 80,348 shares during the period. iShares National Muni Bond ETF makes up approximately 3.3% of Sofi Wealth LLC’s investment portfolio, making the stock its 10th largest position. Sofi Wealth LLC owned about 0.15% of iShares National Muni Bond ETF worth $61,528,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of MUB. BankPlus Wealth Management LLC grew its position in shares of iShares National Muni Bond ETF by 1.9% during the 2nd quarter. BankPlus Wealth Management LLC now owns 5,443 shares of the exchange traded fund’s stock worth $569,000 after purchasing an additional 99 shares in the last quarter. SWS Partners raised its position in shares of iShares National Muni Bond ETF by 0.5% in the third quarter. SWS Partners now owns 20,895 shares of the exchange traded fund’s stock valued at $2,225,000 after buying an additional 99 shares in the last quarter. Nvwm LLC boosted its stake in shares of iShares National Muni Bond ETF by 2.2% in the third quarter. Nvwm LLC now owns 4,591 shares of the exchange traded fund’s stock valued at $489,000 after buying an additional 100 shares during the period. Investment Planning Advisors Inc. grew its position in iShares National Muni Bond ETF by 0.7% during the third quarter. Investment Planning Advisors Inc. now owns 13,583 shares of the exchange traded fund’s stock worth $1,446,000 after buying an additional 100 shares in the last quarter. Finally, Kagan Cocozza Asset Management grew its position in iShares National Muni Bond ETF by 1.6% during the second quarter. Kagan Cocozza Asset Management now owns 6,862 shares of the exchange traded fund’s stock worth $717,000 after buying an additional 109 shares in the last quarter. Institutional investors and hedge funds own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Performance

iShares National Muni Bond ETF stock opened at $107.24 on Monday. The stock’s fifty day moving average price is $107.10 and its two-hundred day moving average price is $105.78. iShares National Muni Bond ETF has a one year low of $100.29 and a one year high of $107.72.

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). 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.