Trinity Wealth Management LLC Has $3.51 Million Position in iShares National Muni Bond ETF $MUB

Trinity Wealth Management LLC boosted its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 22.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,081 shares of the exchange traded fund’s stock after buying an additional 6,153 shares during the period. iShares National Muni Bond ETF makes up about 1.3% of Trinity Wealth Management LLC’s portfolio, making the stock its 20th largest position. Trinity Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $3,512,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Karpus Management Inc. bought a new stake in shares of iShares National Muni Bond ETF during the fourth quarter worth about $25,000. Turning Point Benefit Group Inc. acquired a new position in iShares National Muni Bond ETF during the 3rd quarter valued at about $26,000. Dunhill Financial LLC increased its holdings in iShares National Muni Bond ETF by 807.1% during the 4th quarter. Dunhill Financial LLC now owns 254 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 226 shares in the last quarter. Carolina Wealth Advisors LLC bought a new stake in iShares National Muni Bond ETF during the 4th quarter worth approximately $28,000. Finally, Hantz Financial Services Inc. raised its stake in shares of iShares National Muni Bond ETF by 164.1% in the fourth quarter. Hantz Financial Services Inc. now owns 309 shares of the exchange traded fund’s stock worth $33,000 after purchasing an additional 192 shares during the last quarter. 90.19% of the stock is owned by institutional investors.

iShares National Muni Bond ETF Stock Down 0.1%

Shares of NYSEARCA:MUB opened at $107.26 on Wednesday. iShares National Muni Bond ETF has a 12-month low of $103.14 and a 12-month high of $109.00. The business’s 50 day moving average is $106.92 and its 200 day moving average is $107.18.

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.