Envision Financial Planning LLC Makes New $2.71 Million Investment in iShares National Muni Bond ETF $MUB

Envision Financial Planning LLC purchased a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 25,932 shares of the exchange traded fund’s stock, valued at approximately $2,709,000. iShares National Muni Bond ETF comprises about 1.3% of Envision Financial Planning LLC’s holdings, making the stock its 18th biggest position.

A number of other institutional investors have also modified their holdings of the company. Financial Network Wealth Advisors LLC lifted its position in iShares National Muni Bond ETF by 121.9% during the first quarter. Financial Network Wealth Advisors LLC now owns 253 shares of the exchange traded fund’s stock valued at $27,000 after acquiring an additional 139 shares during the last quarter. HFM Investment Advisors LLC acquired a new position in shares of iShares National Muni Bond ETF during the first quarter worth $37,000. Mattson Financial Services LLC purchased a new stake in shares of iShares National Muni Bond ETF during the 1st quarter valued at $41,000. Harbor Asset Planning Inc. purchased a new stake in shares of iShares National Muni Bond ETF during the 2nd quarter valued at $43,000. Finally, Ancora Advisors LLC boosted its position in shares of iShares National Muni Bond ETF by 63.9% in the 1st quarter. Ancora Advisors LLC now owns 590 shares of the exchange traded fund’s stock worth $62,000 after purchasing an additional 230 shares in the last quarter. 90.19% of the stock is currently owned by institutional investors.

iShares National Muni Bond ETF Stock Down 0.1%

Shares of NYSEARCA:MUB opened at $106.85 on Friday. The business’s 50-day moving average is $107.14 and its 200 day moving average is $105.41. iShares National Muni Bond ETF has a 1 year low of $100.29 and a 1 year high of $107.72.

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).