Lutz Financial Services LLC Boosts Stock Holdings in iShares National Muni Bond ETF $MUB

Lutz Financial Services LLC boosted its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 3.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 351,298 shares of the exchange traded fund’s stock after purchasing an additional 12,434 shares during the period. iShares National Muni Bond ETF comprises approximately 2.6% of Lutz Financial Services LLC’s portfolio, making the stock its 11th biggest holding. Lutz Financial Services LLC’s holdings in iShares National Muni Bond ETF were worth $37,628,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of MUB. Brighton Jones LLC purchased a new position in iShares National Muni Bond ETF in the fourth quarter valued at approximately $325,000. Revolve Wealth Partners LLC lifted its stake in iShares National Muni Bond ETF by 10.7% in the fourth 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 position in iShares National Muni Bond ETF in the fourth quarter valued at approximately $516,000. AQR Capital Management LLC lifted its holdings 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 valued at $1,401,000 after purchasing an additional 2,322 shares during the last quarter. Finally, Main Street Financial Solutions LLC lifted its holdings in iShares National Muni Bond ETF by 5.7% during the second quarter. Main Street Financial Solutions LLC now owns 19,303 shares of the exchange traded fund’s stock valued at $2,017,000 after purchasing an additional 1,039 shares during the last quarter. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Down 0.0%

NYSEARCA MUB opened at $106.08 on Tuesday. iShares National Muni Bond ETF has a 52 week low of $103.14 and a 52 week high of $109.00. The firm’s 50-day simple moving average is $106.81 and its two-hundred day simple moving average is $107.24.

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.