Partners in Financial Planning Invests $3.78 Million in iShares National Muni Bond ETF (NYSEARCA:MUB)

Partners in Financial Planning acquired a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 35,518 shares of the exchange traded fund’s stock, valued at approximately $3,784,000. iShares National Muni Bond ETF accounts for approximately 0.8% of Partners in Financial Planning’s investment portfolio, making the stock its 18th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the stock. O Shaughnessy Asset Management LLC increased its position in shares of iShares National Muni Bond ETF by 44.2% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 180,428 shares of the exchange traded fund’s stock valued at $19,225,000 after buying an additional 55,307 shares during the period. CIBC Private Wealth Group LLC grew its stake in iShares National Muni Bond ETF by 0.6% during the fourth quarter. CIBC Private Wealth Group LLC now owns 106,556 shares of the exchange traded fund’s stock valued at $11,306,000 after acquiring an additional 638 shares in the last quarter. Retirement Investment Advisors Inc. increased its holdings in iShares National Muni Bond ETF by 15.4% during the 4th quarter. Retirement Investment Advisors Inc. now owns 295,163 shares of the exchange traded fund’s stock worth $31,450,000 after acquiring an additional 39,322 shares during the period. Okabena Investment Services Inc. lifted its stake in iShares National Muni Bond ETF by 15.9% in the 4th quarter. Okabena Investment Services Inc. now owns 108,020 shares of the exchange traded fund’s stock worth $11,510,000 after purchasing an additional 14,858 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC boosted its holdings in iShares National Muni Bond ETF by 0.7% in the 4th quarter. Prime Capital Investment Advisors LLC now owns 597,523 shares of the exchange traded fund’s stock valued at $63,666,000 after purchasing an additional 3,954 shares during the period.

iShares National Muni Bond ETF Stock Performance

MUB opened at $105.19 on Monday. iShares National Muni Bond ETF has a one year low of $104.58 and a one year high of $108.81. The company has a fifty day moving average price of $106.43 and a 200-day moving average price of $107.05.

About iShares National Muni Bond ETF

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).