IMPACTfolio LLC Grows Stock Holdings in iShares National Muni Bond ETF $MUB

IMPACTfolio LLC lifted its stake in iShares National Muni Bond ETF (NYSEARCA:MUB) by 6.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 80,456 shares of the exchange traded fund’s stock after purchasing an additional 4,975 shares during the period. iShares National Muni Bond ETF accounts for 3.6% of IMPACTfolio LLC’s portfolio, making the stock its 7th largest position. IMPACTfolio LLC’s holdings in iShares National Muni Bond ETF were worth $8,618,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Epiq Partners LLC lifted its holdings in iShares National Muni Bond ETF by 67.0% during the 4th quarter. Epiq Partners LLC now owns 3,340 shares of the exchange traded fund’s stock worth $358,000 after buying an additional 1,340 shares in the last quarter. Sagespring Wealth Partners LLC increased its stake in shares of iShares National Muni Bond ETF by 14.1% in the 4th quarter. Sagespring Wealth Partners LLC now owns 244,854 shares of the exchange traded fund’s stock valued at $26,226,000 after buying an additional 30,259 shares during the period. Private Client Services LLC increased its stake in shares of iShares National Muni Bond ETF by 26.7% in the 4th quarter. Private Client Services LLC now owns 21,700 shares of the exchange traded fund’s stock valued at $2,324,000 after buying an additional 4,579 shares during the period. Capital Advantage Inc. bought a new stake in shares of iShares National Muni Bond ETF during the fourth quarter worth $776,000. Finally, Everhart Financial Group Inc. raised its position in shares of iShares National Muni Bond ETF by 1.5% during the fourth quarter. Everhart Financial Group Inc. now owns 11,412 shares of the exchange traded fund’s stock worth $1,222,000 after acquiring an additional 164 shares during the last quarter. Institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Down 0.9%

Shares of MUB opened at $105.91 on Friday. The stock’s fifty day simple moving average is $107.77 and its 200-day simple moving average is $107.17. iShares National Muni Bond ETF has a 12-month low of $100.29 and a 12-month 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.