Jackson Thornton Wealth Management LLC boosted its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 133.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 59,431 shares of the company’s stock after purchasing an additional 33,983 shares […]

Perigon Wealth Management LLC raised its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 194,448 shares of the exchange traded fund’s stock after purchasing an additional 7,830 shares during the quarter. […]

Synergy Asset Management LLC reduced its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 89.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,341 shares of the exchange traded fund’s stock after selling 19,738 shares during the period. […]