iShares National Muni Bond ETF $MUB is Morton Brown Family Wealth LLC’s 6th Largest Position

Morton Brown Family Wealth LLC raised its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 11.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 171,231 shares of the exchange traded fund’s stock after purchasing an additional 17,341 shares during the period. iShares National Muni Bond ETF accounts for about 5.0% of Morton Brown Family Wealth LLC’s holdings, making the stock its 6th biggest position. Morton Brown Family Wealth LLC’s holdings in iShares National Muni Bond ETF were worth $18,341,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Brighton Jones LLC bought a new position in shares of iShares National Muni Bond ETF in the fourth quarter valued at approximately $325,000. Revolve Wealth Partners LLC lifted its position in iShares National Muni Bond ETF by 10.7% during 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 bought a new stake in iShares National Muni Bond ETF during the fourth quarter valued at approximately $516,000. AQR Capital Management LLC lifted its position 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 position 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 Trading Up 0.1%

Shares of iShares National Muni Bond ETF stock opened at $107.31 on Thursday. iShares National Muni Bond ETF has a 1 year low of $103.14 and a 1 year high of $109.00. The company has a 50 day simple moving average of $107.27 and a two-hundred day simple moving average of $107.27.

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.