Waldron Private Wealth LLC Purchases New Holdings in iShares National Muni Bond ETF $MUB

Waldron Private Wealth LLC acquired a new stake in iShares National Muni Bond ETF (NYSEARCA:MUB) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 207,994 shares of the exchange traded fund’s stock, valued at approximately $21,028,000. iShares National Muni Bond ETF comprises approximately 0.7% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 24th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. IMG Wealth Management Inc. grew its holdings in shares of iShares National Muni Bond ETF by 79.9% during the first quarter. IMG Wealth Management Inc. now owns 241 shares of the exchange traded fund’s stock worth $26,000 after buying an additional 107 shares in the last quarter. Asset Dedication LLC lifted its stake in shares of iShares National Muni Bond ETF by 9,833.3% in the first quarter. Asset Dedication LLC now owns 298 shares of the exchange traded fund’s stock worth $32,000 after buying an additional 295 shares in the last quarter. Next Level Wealth Planning LLC purchased a new position in shares of iShares National Muni Bond ETF in the third quarter worth about $34,000. Security National Bank of SO Dak purchased a new position in shares of iShares National Muni Bond ETF in the second quarter worth about $37,000. Finally, First Bancorp Inc ME acquired a new position in iShares National Muni Bond ETF during the second quarter worth about $38,000. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Performance

MUB traded up $0.10 on Friday, reaching $104.91. 10,199,316 shares of the company’s stock were exchanged, compared to its average volume of 6,189,513. iShares National Muni Bond ETF has a twelve month low of $100.07 and a twelve month high of $109.00. The stock’s fifty day moving average price is $102.78 and its 200-day moving average price is $105.87.

About iShares National Muni Bond ETF

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.