ORG Wealth Partners LLC Increases Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

ORG Wealth Partners LLC boosted its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 18.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,495 shares of the exchange traded fund’s stock after buying an additional 1,911 shares during the quarter. iShares National Muni Bond ETF accounts for approximately 0.5% of ORG Wealth Partners LLC’s holdings, making the stock its 18th biggest holding. ORG Wealth Partners LLC’s holdings in iShares National Muni Bond ETF were worth $1,331,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. ST Germain D J Co. Inc. grew its position in shares of iShares National Muni Bond ETF by 2.2% during the fourth quarter. ST Germain D J Co. Inc. now owns 60,516 shares of the exchange traded fund’s stock worth $6,448,000 after buying an additional 1,311 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in iShares National Muni Bond ETF by 61.6% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 1,088,629 shares of the exchange traded fund’s stock valued at $118,258,000 after acquiring an additional 414,827 shares during the last quarter. Baker Tilly Wealth Management LLC acquired a new position in iShares National Muni Bond ETF during the 4th quarter worth $550,000. Watts Gwilliam & Co. LLC bought a new stake in shares of iShares National Muni Bond ETF in the 4th quarter worth about $398,000. Finally, Cumberland Advisors Inc. raised its stake in shares of iShares National Muni Bond ETF by 10.1% in the 4th quarter. Cumberland Advisors Inc. now owns 3,205 shares of the exchange traded fund’s stock valued at $341,000 after purchasing an additional 295 shares in the last quarter.

iShares National Muni Bond ETF Stock Down 0.4 %

MUB stock traded down $0.41 during trading on Friday, hitting $105.69. 1,666,588 shares of the company’s stock traded hands, compared to its average volume of 3,587,349. iShares National Muni Bond ETF has a 52 week low of $105.37 and a 52 week high of $108.81. The stock has a fifty day moving average price of $107.19 and a two-hundred day moving average price of $107.50.

iShares National Muni Bond ETF Profile

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).