Orgel Wealth Management LLC Has $405.47 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Orgel Wealth Management LLC cut its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 1.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,768,347 shares of the exchange traded fund’s stock after selling 59,088 shares during the period. iShares National Muni Bond ETF makes up approximately 11.1% of Orgel Wealth Management LLC’s holdings, making the stock its biggest position. Orgel Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $405,474,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Bank OZK acquired a new stake in shares of iShares National Muni Bond ETF during the fourth quarter valued at approximately $263,000. Catalyst Financial Partners LLC lifted its stake in iShares National Muni Bond ETF by 19.0% in the 4th quarter. Catalyst Financial Partners LLC now owns 72,508 shares of the exchange traded fund’s stock worth $7,861,000 after acquiring an additional 11,559 shares in the last quarter. Citizens & Northern Corp acquired a new stake in iShares National Muni Bond ETF during the 4th quarter worth about $324,000. TSA Wealth Managment LLC purchased a new stake in shares of iShares National Muni Bond ETF during the fourth quarter worth $221,000. Finally, Carl P. Sherr & Co. LLC boosted its position in iShares National Muni Bond ETF by 39.7% during the fourth quarter. Carl P. Sherr & Co. LLC now owns 16,787 shares of the exchange traded fund’s stock valued at $1,820,000 after purchasing an additional 4,769 shares during the last quarter.

iShares National Muni Bond ETF Stock Up 0.2 %

Shares of MUB traded up $0.18 during midday trading on Thursday, reaching $106.74. 532,253 shares of the stock were exchanged, compared to its average volume of 3,613,348. The firm has a 50 day simple moving average of $106.47 and a 200-day simple moving average of $107.31. iShares National Muni Bond ETF has a 12-month low of $100.78 and a 12-month high of $108.82.

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).