iShares National Muni Bond ETF $MUB Shares Sold by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas lessened its stake in iShares National Muni Bond ETF (NYSEARCA:MUB) by 22.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 90,664 shares of the exchange traded fund’s stock after selling 25,704 shares during the period. iShares National Muni Bond ETF comprises approximately 4.2% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 7th largest position. Heritage Wealth Management Inc. Texas’ holdings in iShares National Muni Bond ETF were worth $9,711,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Jefferies Financial Group Inc. grew its stake in shares of iShares National Muni Bond ETF by 6.5% in the fourth quarter. Jefferies Financial Group Inc. now owns 23,350 shares of the exchange traded fund’s stock worth $2,501,000 after acquiring an additional 1,416 shares in the last quarter. White Lighthouse Investment Management Inc. grew its stake in shares of iShares National Muni Bond ETF by 0.9% in the fourth quarter. White Lighthouse Investment Management Inc. now owns 24,100 shares of the exchange traded fund’s stock worth $2,581,000 after acquiring an additional 205 shares in the last quarter. Daviman Financial LLC acquired a new position in shares of iShares National Muni Bond ETF in the fourth quarter worth $2,607,000. Prospect Financial Services LLC acquired a new position in shares of iShares National Muni Bond ETF in the fourth quarter worth $214,000. Finally, Axxcess Wealth Management LLC grew its stake in shares of iShares National Muni Bond ETF by 79.9% in the fourth quarter. Axxcess Wealth Management LLC now owns 367,599 shares of the exchange traded fund’s stock worth $39,374,000 after acquiring an additional 163,279 shares in the last quarter. Institutional investors and hedge funds own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Performance

NYSEARCA:MUB opened at $106.17 on Friday. The company has a fifty day simple moving average of $106.69 and a two-hundred day simple moving average of $107.20. iShares National Muni Bond ETF has a 52 week low of $103.14 and a 52 week high of $109.00.

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.