Compound Planning Inc. Increases Position in iShares National Muni Bond ETF $MUB

Compound Planning Inc. raised its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 38.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 51,752 shares of the exchange traded fund’s stock after acquiring an additional 14,490 shares during the period. Compound Planning Inc.’s holdings in iShares National Muni Bond ETF were worth $5,511,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Dakota Wealth Management grew its position in shares of iShares National Muni Bond ETF by 8.6% in the third quarter. Dakota Wealth Management now owns 121,637 shares of the exchange traded fund’s stock valued at $12,953,000 after purchasing an additional 9,599 shares in the last quarter. Insight Advisors LLC PA grew its holdings in iShares National Muni Bond ETF by 6.8% in the 3rd quarter. Insight Advisors LLC PA now owns 3,939 shares of the exchange traded fund’s stock valued at $420,000 after buying an additional 251 shares in the last quarter. Acima Private Wealth LLC increased its stake in shares of iShares National Muni Bond ETF by 6.7% in the 3rd quarter. Acima Private Wealth LLC now owns 21,972 shares of the exchange traded fund’s stock worth $2,340,000 after acquiring an additional 1,379 shares during the last quarter. MainStreet Investment Advisors LLC raised its holdings in shares of iShares National Muni Bond ETF by 5.3% during the 3rd quarter. MainStreet Investment Advisors LLC now owns 9,985 shares of the exchange traded fund’s stock worth $1,063,000 after acquiring an additional 502 shares during the period. Finally, Verus Capital Partners LLC raised its holdings in shares of iShares National Muni Bond ETF by 7.0% during the 3rd quarter. Verus Capital Partners LLC now owns 35,704 shares of the exchange traded fund’s stock worth $3,802,000 after acquiring an additional 2,333 shares during the period. 90.19% of the stock is owned by hedge funds and other institutional investors.

iShares National Muni Bond ETF Price Performance

Shares of MUB opened at $108.51 on Tuesday. iShares National Muni Bond ETF has a 12-month low of $100.29 and a 12-month high of $108.65. The firm has a 50-day moving average price of $107.57 and a 200 day moving average price of $106.76.

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.