iShares National Muni Bond ETF $MUB Stake Raised by Verus Wealth Management LLC

by · The Markets Daily

Verus Wealth Management LLC grew its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUBFree Report) by 7.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 125,778 shares of the exchange traded fund’s stock after acquiring an additional 8,562 shares during the quarter. iShares National Muni Bond ETF comprises approximately 12.4% of Verus Wealth Management LLC’s portfolio, making the stock its biggest position. Verus Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $13,351,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently modified their holdings of the company. Alley Investment Management Company LLC grew its position in iShares National Muni Bond ETF by 2.2% during the 1st quarter. Alley Investment Management Company LLC now owns 134,039 shares of the exchange traded fund’s stock valued at $14,228,000 after purchasing an additional 2,928 shares during the last quarter. Flagship Private Wealth LLC raised its holdings in iShares National Muni Bond ETF by 36.5% in the first quarter. Flagship Private Wealth LLC now owns 11,352 shares of the exchange traded fund’s stock worth $1,205,000 after buying an additional 3,035 shares during the last quarter. SMART Wealth LLC raised its holdings in iShares National Muni Bond ETF by 5.9% in the first quarter. SMART Wealth LLC now owns 22,159 shares of the exchange traded fund’s stock worth $2,352,000 after buying an additional 1,231 shares during the last quarter. Daviman Financial LLC lifted its stake in shares of iShares National Muni Bond ETF by 20.7% in the first quarter. Daviman Financial LLC now owns 29,393 shares of the exchange traded fund’s stock worth $3,120,000 after buying an additional 5,049 shares in the last quarter. Finally, Premier Path Wealth Partners LLC lifted its stake in shares of iShares National Muni Bond ETF by 5.1% in the first quarter. Premier Path Wealth Partners LLC now owns 63,978 shares of the exchange traded fund’s stock worth $6,791,000 after buying an additional 3,098 shares in the last quarter. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Trading Down 0.1%

NYSEARCA:MUB opened at $107.62 on Wednesday. The company’s 50 day moving average price is $106.98 and its 200-day moving average price is $107.20. iShares National Muni Bond ETF has a 52 week low of $103.14 and a 52 week high of $109.00.

iShares National Muni Bond ETF Company Profile

(Free Report)

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.

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