Wescott Financial Advisory Group LLC Cuts Stake in iShares National Muni Bond ETF $MUB

Wescott Financial Advisory Group LLC lowered its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 29.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 3,945 shares of the exchange traded fund’s stock after selling 1,682 shares during the period. Wescott Financial Advisory Group LLC’s holdings in iShares National Muni Bond ETF were worth $412,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in the business. Brighton Jones LLC bought a new position in shares of iShares National Muni Bond ETF during the fourth quarter valued at about $325,000. Revolve Wealth Partners LLC boosted its holdings in iShares National Muni Bond ETF by 10.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 124,193 shares of the exchange traded fund’s stock valued at $13,233,000 after acquiring an additional 11,989 shares during the period. Bison Wealth LLC purchased a new stake in iShares National Muni Bond ETF during the 4th quarter valued at about $516,000. J.W. Cole Advisors Inc. grew its position in iShares National Muni Bond ETF by 72.1% during the 1st quarter. J.W. Cole Advisors Inc. now owns 11,843 shares of the exchange traded fund’s stock worth $1,249,000 after acquiring an additional 4,960 shares during the last quarter. Finally, Arcadia Wealth Management LLC grew its position in iShares National Muni Bond ETF by 0.4% during the 1st quarter. Arcadia Wealth Management LLC now owns 27,300 shares of the exchange traded fund’s stock worth $2,878,000 after acquiring an additional 110 shares during the last quarter. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Trading Up 0.1%

Shares of MUB stock opened at $107.09 on Tuesday. iShares National Muni Bond ETF has a fifty-two week low of $100.29 and a fifty-two week high of $108.60. The stock has a 50 day moving average price of $106.90 and a two-hundred day moving average price of $105.04.

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).