Bartlett & CO. Wealth Management LLC Boosts Holdings in iShares National Muni Bond ETF $MUB

Bartlett & CO. Wealth Management LLC raised its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 26.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 86,311 shares of the exchange traded fund’s stock after acquiring an additional 18,022 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $9,245,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Brookstone Capital Management raised its holdings in shares of iShares National Muni Bond ETF by 31.5% during the 3rd quarter. Brookstone Capital Management now owns 130,663 shares of the exchange traded fund’s stock valued at $13,914,000 after buying an additional 31,324 shares in the last quarter. Advyzon Investment Management LLC raised its holdings in shares of iShares National Muni Bond ETF by 18.1% during the 3rd quarter. Advyzon Investment Management LLC now owns 41,426 shares of the exchange traded fund’s stock valued at $4,411,000 after buying an additional 6,349 shares in the last quarter. Allen Capital Group LLC raised its holdings in shares of iShares National Muni Bond ETF by 121.7% during the 3rd quarter. Allen Capital Group LLC now owns 11,413 shares of the exchange traded fund’s stock valued at $1,215,000 after buying an additional 6,265 shares in the last quarter. First Horizon Corp purchased a new position in shares of iShares National Muni Bond ETF during the 3rd quarter valued at about $3,365,000. Finally, BIP Wealth LLC raised its position in iShares National Muni Bond ETF by 171.2% in the 3rd quarter. BIP Wealth LLC now owns 71,152 shares of the exchange traded fund’s stock worth $7,577,000 after purchasing an additional 44,917 shares during the period. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Trading Down 0.1%

Shares of NYSEARCA:MUB opened at $106.84 on Friday. The company’s fifty day moving average is $107.37 and its 200 day moving average is $107.22. iShares National Muni Bond ETF has a 52 week low of $100.85 and a 52 week high of $109.00.

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). 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.