Connecticut Wealth Management LLC Has $11.58 Million Stock Holdings in iShares National Muni Bond ETF $MUB

Connecticut Wealth Management LLC increased its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 16.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 108,122 shares of the exchange traded fund’s stock after acquiring an additional 15,576 shares during the quarter. Connecticut Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $11,581,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in MUB. Integrated Investment Consultants LLC raised its holdings in iShares National Muni Bond ETF by 2.1% in the 4th quarter. Integrated Investment Consultants LLC now owns 4,567 shares of the exchange traded fund’s stock valued at $489,000 after acquiring an additional 94 shares in the last quarter. Princeton Global Asset Management LLC raised its holdings in iShares National Muni Bond ETF by 8.4% in the 4th quarter. Princeton Global Asset Management LLC now owns 1,257 shares of the exchange traded fund’s stock valued at $135,000 after acquiring an additional 97 shares in the last quarter. Graybill Wealth Management LTD. raised its holdings in iShares National Muni Bond ETF by 1.6% in the 3rd quarter. Graybill Wealth Management LTD. now owns 6,457 shares of the exchange traded fund’s stock valued at $688,000 after acquiring an additional 100 shares in the last quarter. Inlight Wealth Management LLC raised its holdings in iShares National Muni Bond ETF by 29.0% in the 4th quarter. Inlight Wealth Management LLC now owns 445 shares of the exchange traded fund’s stock valued at $48,000 after acquiring an additional 100 shares in the last quarter. Finally, Objective Capital Management LLC raised its holdings in iShares National Muni Bond ETF by 2.8% in the 4th quarter. Objective Capital Management LLC now owns 3,650 shares of the exchange traded fund’s stock valued at $391,000 after acquiring an additional 100 shares in the last quarter. Institutional investors and hedge funds own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Up 0.2%

Shares of NYSEARCA MUB opened at $107.06 on Friday. The business has a fifty day moving average price of $106.83 and a two-hundred day moving average price of $107.17. iShares National Muni Bond ETF has a fifty-two week low of $103.14 and a fifty-two week 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.