Heritage Wealth Management Inc. Texas Sells 7,410 Shares of iShares National Muni Bond ETF $MUB

Heritage Wealth Management Inc. Texas trimmed its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 6.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 116,368 shares of the exchange traded fund’s stock after selling 7,410 shares during the quarter. iShares National Muni Bond ETF accounts for approximately 5.5% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 5th biggest position. Heritage Wealth Management Inc. Texas’ holdings in iShares National Muni Bond ETF were worth $12,392,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of MUB. Brighton Jones LLC purchased a new stake in shares of iShares National Muni Bond ETF in the 4th quarter valued at approximately $325,000. Revolve Wealth Partners LLC increased its holdings in iShares National Muni Bond ETF by 10.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 124,193 shares of the exchange traded fund’s stock valued at $13,233,000 after purchasing an additional 11,989 shares during the last quarter. Bison Wealth LLC purchased a new stake in iShares National Muni Bond ETF in the fourth quarter valued at approximately $516,000. AQR Capital Management LLC lifted its stake in iShares National Muni Bond ETF by 21.2% during the first quarter. AQR Capital Management LLC now owns 13,285 shares of the exchange traded fund’s stock worth $1,401,000 after purchasing an additional 2,322 shares in the last quarter. Finally, Congress Asset Management Co. acquired a new position in iShares National Muni Bond ETF during the second quarter worth $351,000. 90.19% of the stock is currently owned by hedge funds and other institutional investors.

iShares National Muni Bond ETF Stock Performance

MUB opened at $107.61 on Monday. iShares National Muni Bond ETF has a 52 week low of $100.29 and a 52 week high of $107.85. The business has a fifty day simple moving average of $107.18 and a 200-day simple moving average of $106.13.

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). The Index measures the performance of the investment-grade segment of the United States municipal bond market. The Fund invests in a representative sample of the securities included in the Index that collectively has an investment profile similar to the Index.