Sofi Wealth LLC Acquires 54,010 Shares of iShares National Muni Bond ETF $MUB

Sofi Wealth LLC boosted its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 9.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 631,789 shares of the exchange traded fund’s stock after purchasing an additional 54,010 shares during the quarter. iShares National Muni Bond ETF comprises 3.4% of Sofi Wealth LLC’s portfolio, making the stock its 11th biggest holding. Sofi Wealth LLC’s holdings in iShares National Muni Bond ETF were worth $67,671,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Nations Financial Group Inc. IA ADV increased its position in shares of iShares National Muni Bond ETF by 1.4% during the third quarter. Nations Financial Group Inc. IA ADV now owns 6,953 shares of the exchange traded fund’s stock worth $741,000 after acquiring an additional 93 shares during the last quarter. Princeton Global Asset Management LLC boosted its stake in iShares National Muni Bond ETF by 8.4% in the fourth quarter. Princeton Global Asset Management LLC now owns 1,257 shares of the exchange traded fund’s stock valued at $135,000 after acquiring an additional 97 shares during the period. Investment Planning Advisors Inc. boosted its stake in iShares National Muni Bond ETF by 0.7% in the third quarter. Investment Planning Advisors Inc. now owns 13,583 shares of the exchange traded fund’s stock valued at $1,446,000 after acquiring an additional 100 shares during the period. Graybill Wealth Management LTD. boosted its stake in iShares National Muni Bond ETF by 1.6% in the third quarter. Graybill Wealth Management LTD. now owns 6,457 shares of the exchange traded fund’s stock valued at $688,000 after acquiring an additional 100 shares during the period. Finally, Inlight Wealth Management LLC boosted its position in shares of iShares National Muni Bond ETF by 29.0% during the fourth quarter. Inlight Wealth Management LLC now owns 445 shares of the exchange traded fund’s stock worth $48,000 after buying an additional 100 shares during the period. Institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Performance

MUB opened at $107.11 on Thursday. iShares National Muni Bond ETF has a 1-year low of $103.14 and a 1-year high of $109.00. The business has a 50 day moving average price of $107.18 and a two-hundred day moving average price of $107.29.

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). The Index measures the performance of the investment-grade segment of the United States municipal bond market. The Fund invests in a representative sample of the securities included in the Index that collectively has an investment profile similar to the Index.