Falcon Wealth Planning Acquires 2,739 Shares of iShares National Muni Bond ETF $MUB

Falcon Wealth Planning boosted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 92.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,717 shares of the exchange traded fund’s stock after buying an additional 2,739 shares during the period. Falcon Wealth Planning’s holdings in iShares National Muni Bond ETF were worth $597,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the business. Betterment LLC increased its position in shares of iShares National Muni Bond ETF by 0.8% during the first quarter. Betterment LLC now owns 18,408,702 shares of the exchange traded fund’s stock valued at $1,941,014,000 after purchasing an additional 150,443 shares during the period. GAMMA Investing LLC increased its position in shares of iShares National Muni Bond ETF by 11,651.4% during the first quarter. GAMMA Investing LLC now owns 13,444,444 shares of the exchange traded fund’s stock valued at $1,417,582,000 after purchasing an additional 13,330,037 shares during the period. LPL Financial LLC increased its position in shares of iShares National Muni Bond ETF by 3.1% during the first quarter. LPL Financial LLC now owns 9,936,130 shares of the exchange traded fund’s stock valued at $1,047,666,000 after purchasing an additional 299,520 shares during the period. Charles Schwab Investment Management Inc. increased its position in shares of iShares National Muni Bond ETF by 9.6% during the first quarter. Charles Schwab Investment Management Inc. now owns 9,199,988 shares of the exchange traded fund’s stock valued at $970,047,000 after purchasing an additional 802,170 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its position in shares of iShares National Muni Bond ETF by 7.8% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 7,588,089 shares of the exchange traded fund’s stock valued at $800,088,000 after purchasing an additional 550,570 shares during the period. 90.19% of the stock is owned by institutional investors.

iShares National Muni Bond ETF Stock Performance

MUB opened at $106.25 on Friday. iShares National Muni Bond ETF has a 1 year low of $100.29 and a 1 year high of $108.81. The stock’s 50 day simple moving average is $104.70 and its 200-day simple moving average is $104.38.

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).