5,197 iShares National Muni Bond ETF $MUB Shares Sold by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas lowered its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 5.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 92,005 shares of the exchange traded fund’s stock after selling 5,197 shares during the quarter. iShares National Muni Bond ETF accounts for 3.5% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 8th largest holding. Heritage Wealth Management Inc. Texas’ holdings in iShares National Muni Bond ETF were worth $9,302,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. IMG Wealth Management Inc. increased its stake in shares of iShares National Muni Bond ETF by 79.9% during the first quarter. IMG Wealth Management Inc. now owns 241 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 107 shares during the period. Asset Dedication LLC acquired a new stake in iShares National Muni Bond ETF in the third quarter valued at about $30,000. Next Level Wealth Planning LLC acquired a new stake in iShares National Muni Bond ETF in the third quarter valued at about $34,000. Security National Bank of SO Dak purchased a new stake in iShares National Muni Bond ETF in the 2nd quarter valued at approximately $37,000. Finally, First Bancorp Inc ME acquired a new position in iShares National Muni Bond ETF during the 2nd quarter worth approximately $38,000. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Price Performance

Shares of MUB stock opened at $103.95 on Friday. The stock has a 50 day simple moving average of $102.77 and a 200-day simple moving average of $105.81. iShares National Muni Bond ETF has a 12-month low of $100.07 and a 12-month high of $109.00.

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.