Geneos Wealth Management Inc. Lowers Stake in iShares National Muni Bond ETF $MUB

Geneos Wealth Management Inc. lessened its stake in iShares National Muni Bond ETF (NYSEARCA:MUB) by 19.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 44,405 shares of the exchange traded fund’s stock after selling 10,550 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares National Muni Bond ETF were worth $4,639,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in MUB. Granite Harbor Advisors Inc. lifted its position in iShares National Muni Bond ETF by 10.1% in the second quarter. Granite Harbor Advisors Inc. now owns 93,593 shares of the exchange traded fund’s stock valued at $9,779,000 after acquiring an additional 8,596 shares during the last quarter. Advyzon Investment Management LLC increased its position in shares of iShares National Muni Bond ETF by 144.7% during the second quarter. Advyzon Investment Management LLC now owns 35,077 shares of the exchange traded fund’s stock worth $3,665,000 after purchasing an additional 20,743 shares in the last quarter. AE Wealth Management LLC increased its position in shares of iShares National Muni Bond ETF by 2.4% during the second quarter. AE Wealth Management LLC now owns 356,712 shares of the exchange traded fund’s stock worth $37,269,000 after purchasing an additional 8,289 shares in the last quarter. Presilium Private Wealth LLC lifted its holdings in shares of iShares National Muni Bond ETF by 3.0% in the 2nd quarter. Presilium Private Wealth LLC now owns 49,501 shares of the exchange traded fund’s stock valued at $5,172,000 after purchasing an additional 1,465 shares during the last quarter. Finally, Charles Schwab Trust Co boosted its position in shares of iShares National Muni Bond ETF by 22.8% in the 2nd quarter. Charles Schwab Trust Co now owns 170,253 shares of the exchange traded fund’s stock valued at $17,788,000 after purchasing an additional 31,590 shares during the period. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Stock Performance

NYSEARCA:MUB opened at $106.85 on Monday. iShares National Muni Bond ETF has a 52-week low of $100.29 and a 52-week high of $107.72. The stock’s 50 day moving average price is $107.14 and its 200 day moving average price is $105.43.

iShares National Muni Bond ETF Company 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).