Defined Wealth Management LLC Grows Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Defined Wealth Management LLC boosted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 5.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,992 shares of the exchange traded fund’s stock after purchasing an additional 97 shares during the period. Defined Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $212,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Hurlow Wealth Management Group Inc. increased its holdings in shares of iShares National Muni Bond ETF by 0.8% in the 3rd quarter. Hurlow Wealth Management Group Inc. now owns 12,320 shares of the exchange traded fund’s stock worth $1,338,000 after buying an additional 95 shares during the last quarter. Redwood Investment Management LLC lifted its position in iShares National Muni Bond ETF by 0.6% in the third quarter. Redwood Investment Management LLC now owns 17,193 shares of the exchange traded fund’s stock worth $1,908,000 after buying an additional 97 shares during the last quarter. SWS Partners boosted its stake in iShares National Muni Bond ETF by 0.4% during the third quarter. SWS Partners now owns 26,718 shares of the exchange traded fund’s stock worth $2,902,000 after buying an additional 101 shares during the period. Prosperity Planning Inc. grew its holdings in iShares National Muni Bond ETF by 0.4% during the 3rd quarter. Prosperity Planning Inc. now owns 27,500 shares of the exchange traded fund’s stock valued at $2,987,000 after purchasing an additional 111 shares during the last quarter. Finally, CarsonAllaria Wealth Management Ltd. boosted its position in shares of iShares National Muni Bond ETF by 15.7% during the third quarter. CarsonAllaria Wealth Management Ltd. now owns 824 shares of the exchange traded fund’s stock valued at $90,000 after buying an additional 112 shares during the period.

iShares National Muni Bond ETF Stock Performance

Shares of MUB stock opened at $106.23 on Friday. iShares National Muni Bond ETF has a one year low of $105.00 and a one year high of $108.81. The company’s 50-day simple moving average is $107.06 and its two-hundred day simple moving average is $107.47.

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).