Wrenne Financial Planning LLC Boosts Stake in iShares National Muni Bond ETF $MUB

Wrenne Financial Planning LLC raised its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 22.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 71,896 shares of the exchange traded fund’s stock after buying an additional 13,010 shares during the period. iShares National Muni Bond ETF accounts for 3.1% of Wrenne Financial Planning LLC’s investment portfolio, making the stock its 11th biggest holding. Wrenne Financial Planning LLC’s holdings in iShares National Muni Bond ETF were worth $7,701,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Advyzon Investment Management LLC increased its stake in shares of iShares National Muni Bond ETF by 18.1% during the 3rd quarter. Advyzon Investment Management LLC now owns 41,426 shares of the exchange traded fund’s stock worth $4,411,000 after purchasing an additional 6,349 shares during the last quarter. Aegis Wealth Management Inc. bought a new stake in shares of iShares National Muni Bond ETF in the 4th quarter worth approximately $552,000. Cardinal Point Capital Management ULC raised its holdings in shares of iShares National Muni Bond ETF by 9.0% in the 3rd quarter. Cardinal Point Capital Management ULC now owns 349,470 shares of the exchange traded fund’s stock worth $37,397,000 after purchasing an additional 28,823 shares during the period. Confluence Investment Management LLC raised its holdings in shares of iShares National Muni Bond ETF by 30.9% in the 4th quarter. Confluence Investment Management LLC now owns 29,933 shares of the exchange traded fund’s stock worth $3,206,000 after purchasing an additional 7,072 shares during the period. Finally, Cahaba Wealth Management Inc. raised its holdings in shares of iShares National Muni Bond ETF by 3.4% in the 4th quarter. Cahaba Wealth Management Inc. now owns 350,964 shares of the exchange traded fund’s stock worth $37,592,000 after purchasing an additional 11,597 shares during the period. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Up 0.1%

NYSEARCA:MUB opened at $107.10 on Wednesday. The firm’s 50 day moving average is $106.65 and its 200 day moving average is $107.18. iShares National Muni Bond ETF has a 12 month low of $103.14 and a 12 month high of $109.00.

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.