FSM Wealth Advisors LLC Increases Stake in iShares National Muni Bond ETF (NYSEARCA:MUB)

FSM Wealth Advisors LLC boosted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 21.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 71,090 shares of the exchange traded fund’s stock after purchasing an additional 12,523 shares during the quarter. iShares National Muni Bond ETF comprises about 1.8% of FSM Wealth Advisors LLC’s holdings, making the stock its 18th biggest holding. FSM Wealth Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $7,535,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. US Bancorp DE boosted its holdings in shares of iShares National Muni Bond ETF by 37.2% during the 3rd quarter. US Bancorp DE now owns 6,855,514 shares of the exchange traded fund’s stock valued at $744,716,000 after acquiring an additional 1,859,907 shares during the last quarter. Creative Planning boosted its holdings in shares of iShares National Muni Bond ETF by 6.1% during the 3rd quarter. Creative Planning now owns 12,627,580 shares of the exchange traded fund’s stock valued at $1,371,734,000 after acquiring an additional 723,492 shares during the last quarter. Balentine LLC boosted its holdings in shares of iShares National Muni Bond ETF by 373.8% during the 3rd quarter. Balentine LLC now owns 885,803 shares of the exchange traded fund’s stock valued at $96,225,000 after acquiring an additional 698,834 shares during the last quarter. LPL Financial LLC boosted its holdings in shares of iShares National Muni Bond ETF by 8.4% during the 3rd quarter. LPL Financial LLC now owns 7,582,923 shares of the exchange traded fund’s stock valued at $823,733,000 after acquiring an additional 585,598 shares during the last quarter. Finally, Angeles Wealth Management LLC purchased a new stake in shares of iShares National Muni Bond ETF during the 3rd quarter valued at about $63,453,000.

iShares National Muni Bond ETF Stock Down 0.2 %

Shares of NYSEARCA MUB opened at $106.54 on Monday. The firm’s 50-day moving average price is $106.88 and its 200-day moving average price is $107.43. iShares National Muni Bond ETF has a 52-week low of $105.00 and a 52-week high of $108.81.

iShares National Muni Bond ETF Company 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).