Root Financial Partners LLC Increases Holdings in iShares Short-Term National Muni Bond ETF $SUB

Root Financial Partners LLC grew its position in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB) by 18.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,327 shares of the company’s stock after buying an additional 5,584 shares during the quarter. Root Financial Partners LLC’s holdings in iShares Short-Term National Muni Bond ETF were worth $3,762,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brown Brothers Harriman & Co. purchased a new stake in iShares Short-Term National Muni Bond ETF during the fourth quarter valued at $25,000. Rothschild Investment LLC lifted its position in shares of iShares Short-Term National Muni Bond ETF by 13,400.0% during the 4th quarter. Rothschild Investment LLC now owns 405 shares of the company’s stock valued at $43,000 after buying an additional 402 shares in the last quarter. Monetary Solutions Ltd bought a new position in shares of iShares Short-Term National Muni Bond ETF in the fourth quarter worth approximately $54,000. Field & Main Bank increased its stake in iShares Short-Term National Muni Bond ETF by 18.4% in the 4th quarter. Field & Main Bank now owns 651 shares of the company’s stock worth $69,000 after buying an additional 101 shares in the last quarter. Finally, WFA of San Diego LLC purchased a new stake in shares of iShares Short-Term National Muni Bond ETF during the second quarter worth about $95,000.

iShares Short-Term National Muni Bond ETF Stock Down 0.2%

Shares of SUB opened at $106.24 on Thursday. The company has a 50 day simple moving average of $106.42 and a two-hundred day simple moving average of $106.73. iShares Short-Term National Muni Bond ETF has a 1 year low of $106.04 and a 1 year high of $107.51.

iShares Short-Term National Muni Bond ETF Company Profile

iShares 2016 AMT-Free Muni Term ETF, formerly iShares S&P Short Term National AMT-Free Municipal Bond Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Short Term National AMT-Free Municipal Bond Index (the Index). The Index measures the performance of the short-term 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.