Smallwood Wealth Investment Management LLC Has $1.92 Million Stock Holdings in iShares National Muni Bond ETF $MUB

Smallwood Wealth Investment Management LLC lessened its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 21.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 17,920 shares of the exchange traded fund’s stock after selling 4,974 shares during the quarter. iShares National Muni Bond ETF accounts for about 1.0% of Smallwood Wealth Investment Management LLC’s holdings, making the stock its 21st biggest position. Smallwood Wealth Investment Management LLC’s holdings in iShares National Muni Bond ETF were worth $1,919,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in the stock. Curbstone Financial Management Corp increased its stake in iShares National Muni Bond ETF by 7.9% in the 4th quarter. Curbstone Financial Management Corp now owns 41,842 shares of the exchange traded fund’s stock valued at $4,482,000 after buying an additional 3,050 shares during the period. Legacy Financial Strategies LLC increased its stake in iShares National Muni Bond ETF by 2.9% in the 4th quarter. Legacy Financial Strategies LLC now owns 74,929 shares of the exchange traded fund’s stock valued at $8,026,000 after buying an additional 2,131 shares during the period. U.S. Capital Wealth Advisors LLC increased its stake in iShares National Muni Bond ETF by 6.9% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 25,198 shares of the exchange traded fund’s stock valued at $2,699,000 after buying an additional 1,625 shares during the period. Choreo LLC increased its stake in iShares National Muni Bond ETF by 4.9% in the 4th quarter. Choreo LLC now owns 288,053 shares of the exchange traded fund’s stock valued at $30,850,000 after buying an additional 13,358 shares during the period. Finally, Fifth Third Securities Inc. increased its stake in iShares National Muni Bond ETF by 1.4% in the 4th quarter. Fifth Third Securities Inc. now owns 26,254 shares of the exchange traded fund’s stock valued at $2,812,000 after buying an additional 364 shares during the period. Institutional investors and hedge funds own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Performance

iShares National Muni Bond ETF stock opened at $106.84 on Monday. The firm’s 50 day moving average price is $107.37 and its two-hundred day moving average price is $107.23. iShares National Muni Bond ETF has a twelve month low of $100.85 and a twelve month high of $109.00.

iShares National Muni Bond ETF Profile

(Free Report)

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.

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