RCS Financial Planning LLC Has $2.73 Million Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

RCS Financial Planning LLC lifted its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 86.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,620 shares of the exchange traded fund’s stock after purchasing an additional 11,909 shares during the quarter. iShares National Muni Bond ETF accounts for 1.5% of RCS Financial Planning LLC’s portfolio, making the stock its 18th largest position. RCS Financial Planning LLC’s holdings in iShares National Muni Bond ETF were worth $2,730,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Ameritas Advisory Services LLC raised its stake in shares of iShares National Muni Bond ETF by 158.5% in the 4th quarter. Ameritas Advisory Services LLC now owns 5,319 shares of the exchange traded fund’s stock valued at $567,000 after buying an additional 3,261 shares in the last quarter. Creative Planning increased its stake in iShares National Muni Bond ETF by 6.1% in the third quarter. Creative Planning now owns 12,627,580 shares of the exchange traded fund’s stock valued at $1,371,734,000 after acquiring an additional 723,492 shares during the period. Principal Financial Group Inc. acquired a new position in iShares National Muni Bond ETF in the third quarter worth about $263,000. Cliftonlarsonallen Wealth Advisors LLC lifted its stake in iShares National Muni Bond ETF by 1.5% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,124,699 shares of the exchange traded fund’s stock worth $119,837,000 after purchasing an additional 16,633 shares during the period. Finally, Dentgroup LLC boosted its holdings in iShares National Muni Bond ETF by 23.9% during the third quarter. Dentgroup LLC now owns 3,159 shares of the exchange traded fund’s stock valued at $343,000 after purchasing an additional 609 shares in the last quarter.

iShares National Muni Bond ETF Price Performance

Shares of MUB opened at $106.68 on Wednesday. iShares National Muni Bond ETF has a 1 year low of $105.00 and a 1 year high of $108.81. The stock has a 50 day simple moving average of $106.95 and a 200-day simple moving average of $107.45.

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).