Simplicity Wealth LLC Has $1.39 Million Stock Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Simplicity Wealth LLC lessened its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 82.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 13,023 shares of the exchange traded fund’s stock after selling 62,405 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares National Muni Bond ETF were worth $1,388,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of MUB. Principal Financial Group Inc. acquired a new stake in shares of iShares National Muni Bond ETF in the 3rd quarter valued at $263,000. Leavell Investment Management Inc. boosted its holdings in shares of iShares National Muni Bond ETF by 69.9% during the 3rd quarter. Leavell Investment Management Inc. now owns 3,993 shares of the exchange traded fund’s stock valued at $434,000 after acquiring an additional 1,643 shares in the last quarter. Verdence Capital Advisors LLC boosted its holdings in shares of iShares National Muni Bond ETF by 1.4% during the 3rd quarter. Verdence Capital Advisors LLC now owns 10,867 shares of the exchange traded fund’s stock valued at $1,181,000 after acquiring an additional 155 shares in the last quarter. XML Financial LLC boosted its holdings in shares of iShares National Muni Bond ETF by 23.1% during the 3rd quarter. XML Financial LLC now owns 8,336 shares of the exchange traded fund’s stock valued at $906,000 after acquiring an additional 1,562 shares in the last quarter. Finally, Mesirow Financial Investment Management Inc. acquired a new stake in shares of iShares National Muni Bond ETF during the 3rd quarter valued at $214,000.

iShares National Muni Bond ETF Price Performance

NYSEARCA MUB opened at $106.41 on Monday. iShares National Muni Bond ETF has a twelve month low of $105.00 and a twelve month high of $108.81. The business’s fifty day moving average is $106.58 and its 200 day moving average is $107.30.

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).