Perigon Wealth Management LLC Lowers Stock Holdings in iShares National Muni Bond ETF $MUB

Perigon Wealth Management LLC reduced its stake in iShares National Muni Bond ETF (NYSEARCA:MUB) by 4.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 186,618 shares of the exchange traded fund’s stock after selling 9,318 shares during the period. Perigon Wealth Management LLC owned 0.05% of iShares National Muni Bond ETF worth $19,873,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of MUB. Granite Harbor Advisors Inc. increased its holdings in shares of iShares National Muni Bond ETF by 10.1% in the second quarter. Granite Harbor Advisors Inc. now owns 93,593 shares of the exchange traded fund’s stock valued at $9,779,000 after purchasing an additional 8,596 shares during the period. Brookstone Capital Management boosted its position in iShares National Muni Bond ETF by 31.5% in the third quarter. Brookstone Capital Management now owns 130,663 shares of the exchange traded fund’s stock valued at $13,914,000 after buying an additional 31,324 shares during the last quarter. Montecito Bank & Trust purchased a new stake in iShares National Muni Bond ETF in the third quarter valued at approximately $645,000. Advyzon Investment Management LLC increased its holdings in iShares National Muni Bond ETF by 144.7% in the 2nd quarter. Advyzon Investment Management LLC now owns 35,077 shares of the exchange traded fund’s stock worth $3,665,000 after buying an additional 20,743 shares during the period. Finally, Cambridge Financial Group LLC purchased a new position in iShares National Muni Bond ETF during the 3rd quarter worth approximately $723,000. Institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Performance

Shares of NYSEARCA MUB opened at $106.89 on Friday. The company has a 50 day simple moving average of $107.14 and a two-hundred day simple moving average of $105.66. iShares National Muni Bond ETF has a 12 month low of $100.29 and a 12 month 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). 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.