Heartwood Wealth Advisors LLC Boosts Holdings in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Heartwood Wealth Advisors LLC raised its stake in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB) by 0.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 94,802 shares of the company’s stock after buying an additional 547 shares during the period. iShares Short-Term National Muni Bond ETF comprises about 1.1% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 25th largest holding. Heartwood Wealth Advisors LLC owned 0.11% of iShares Short-Term National Muni Bond ETF worth $10,000,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Captrust Financial Advisors lifted its holdings in iShares Short-Term National Muni Bond ETF by 6.3% in the third quarter. Captrust Financial Advisors now owns 1,212,348 shares of the company’s stock valued at $128,739,000 after acquiring an additional 72,226 shares during the period. Janney Montgomery Scott LLC grew its holdings in iShares Short-Term National Muni Bond ETF by 289.6% in the third quarter. Janney Montgomery Scott LLC now owns 77,765 shares of the company’s stock valued at $8,258,000 after purchasing an additional 57,806 shares during the period. Salomon & Ludwin LLC increased its position in shares of iShares Short-Term National Muni Bond ETF by 7.4% in the third quarter. Salomon & Ludwin LLC now owns 549,421 shares of the company’s stock valued at $58,449,000 after buying an additional 37,631 shares in the last quarter. Kovitz Investment Group Partners LLC acquired a new position in shares of iShares Short-Term National Muni Bond ETF during the 3rd quarter worth approximately $3,330,000. Finally, Farther Finance Advisors LLC lifted its position in shares of iShares Short-Term National Muni Bond ETF by 73.0% during the 3rd quarter. Farther Finance Advisors LLC now owns 45,170 shares of the company’s stock valued at $4,797,000 after buying an additional 19,055 shares in the last quarter.

iShares Short-Term National Muni Bond ETF Stock Performance

NYSEARCA:SUB traded down $0.06 during trading hours on Friday, reaching $105.44. 433,793 shares of the company were exchanged, compared to its average volume of 487,256. The stock’s 50-day moving average is $105.51 and its 200-day moving average is $105.52. iShares Short-Term National Muni Bond ETF has a twelve month low of $103.53 and a twelve month high of $106.30.

iShares Short-Term National Muni Bond ETF 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).