Caldwell Trust Co Invests $3.04 Million in iShares National Muni Bond ETF $MUB

Caldwell Trust Co acquired a new stake in iShares National Muni Bond ETF (NYSEARCA:MUB) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 29,089 shares of the exchange traded fund’s stock, valued at approximately $3,039,000.

Several other hedge funds have also recently added to or reduced their stakes in MUB. Fisher Asset Management LLC increased its stake in shares of iShares National Muni Bond ETF by 43.0% during the 2nd quarter. Fisher Asset Management LLC now owns 8,914,935 shares of the exchange traded fund’s stock worth $931,432,000 after purchasing an additional 2,679,139 shares in the last quarter. US Bancorp DE grew its holdings in iShares National Muni Bond ETF by 34.4% during the 2nd quarter. US Bancorp DE now owns 7,341,914 shares of the exchange traded fund’s stock valued at $767,087,000 after buying an additional 1,877,664 shares during the last quarter. Allstate Corp increased its position in iShares National Muni Bond ETF by 91.2% during the first quarter. Allstate Corp now owns 3,017,964 shares of the exchange traded fund’s stock worth $318,214,000 after buying an additional 1,439,584 shares in the last quarter. Park Avenue Securities LLC acquired a new position in shares of iShares National Muni Bond ETF in the second quarter worth $116,279,000. Finally, Laurel Wealth Advisors LLC lifted its position in shares of iShares National Muni Bond ETF by 11,118.5% in the second quarter. Laurel Wealth Advisors LLC now owns 1,093,247 shares of the exchange traded fund’s stock valued at $114,222,000 after acquiring an additional 1,083,502 shares in the last quarter. 90.19% of the stock is currently owned by hedge funds and other institutional investors.

iShares National Muni Bond ETF Stock Down 0.1%

MUB opened at $106.85 on Monday. The business’s fifty day simple moving average is $107.14 and its 200 day simple moving average is $105.43. iShares National Muni Bond ETF has a 52 week low of $100.29 and a 52 week high of $107.72.

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).