Exencial Wealth Advisors LLC Has $5.60 Million Holdings in iShares National Muni Bond ETF $MUB

Exencial Wealth Advisors LLC cut its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 11.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 53,584 shares of the exchange traded fund’s stock after selling 7,084 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $5,598,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. BankPlus Wealth Management LLC grew its stake in shares of iShares National Muni Bond ETF by 1.9% in the 2nd quarter. BankPlus Wealth Management LLC now owns 5,443 shares of the exchange traded fund’s stock valued at $569,000 after buying an additional 99 shares in the last quarter. Wakefield Asset Management LLLP lifted its stake in iShares National Muni Bond ETF by 1.1% in the first quarter. Wakefield Asset Management LLLP now owns 9,017 shares of the exchange traded fund’s stock valued at $951,000 after acquiring an additional 100 shares during the last quarter. Collaborative Wealth Managment Inc. lifted its stake in iShares National Muni Bond ETF by 2.5% in the first quarter. Collaborative Wealth Managment Inc. now owns 4,192 shares of the exchange traded fund’s stock valued at $442,000 after acquiring an additional 103 shares during the last quarter. Kathleen S. Wright Associates Inc. lifted its stake in iShares National Muni Bond ETF by 5.2% in the first quarter. Kathleen S. Wright Associates Inc. now owns 2,211 shares of the exchange traded fund’s stock valued at $233,000 after acquiring an additional 109 shares during the last quarter. Finally, Kagan Cocozza Asset Management lifted its stake in iShares National Muni Bond ETF by 1.6% in the second quarter. Kagan Cocozza Asset Management now owns 6,862 shares of the exchange traded fund’s stock valued at $717,000 after acquiring an additional 109 shares during the last quarter. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Price Performance

Shares of MUB stock opened at $107.60 on Thursday. The stock’s 50 day simple moving average is $105.84 and its 200 day simple moving average is $104.54. iShares National Muni Bond ETF has a twelve month low of $100.29 and a twelve month high of $108.60.

About iShares National Muni Bond ETF

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).