Geneos Wealth Management Inc. Raises Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Geneos Wealth Management Inc. boosted its stake in iShares National Muni Bond ETF (NYSEARCA:MUB) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 44,001 shares of the exchange traded fund’s stock after buying an additional 1,063 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares National Muni Bond ETF were worth $4,688,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of MUB. Ameritas Advisory Services LLC increased its holdings in iShares National Muni Bond ETF by 158.5% in the 4th quarter. Ameritas Advisory Services LLC now owns 5,319 shares of the exchange traded fund’s stock valued at $567,000 after purchasing an additional 3,261 shares during the last quarter. Creative Planning boosted its position in shares of iShares National Muni Bond ETF by 6.1% during the third quarter. Creative Planning now owns 12,627,580 shares of the exchange traded fund’s stock worth $1,371,734,000 after buying an additional 723,492 shares during the period. Principal Financial Group Inc. purchased a new stake in shares of iShares National Muni Bond ETF in the 3rd quarter valued at $263,000. Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of iShares National Muni Bond ETF by 1.5% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,124,699 shares of the exchange traded fund’s stock worth $119,837,000 after purchasing an additional 16,633 shares in the last quarter. Finally, Dentgroup LLC lifted its holdings in iShares National Muni Bond ETF by 23.9% during the 3rd quarter. Dentgroup LLC now owns 3,159 shares of the exchange traded fund’s stock worth $343,000 after buying an additional 609 shares in the last quarter.

iShares National Muni Bond ETF Trading Up 0.3 %

NYSEARCA:MUB opened at $106.29 on Friday. The stock has a fifty day moving average price of $106.97 and a 200 day moving average price of $107.45. iShares National Muni Bond ETF has a 12-month low of $105.00 and a 12-month high of $108.81.

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).