LifeGoal Wealth Advisors acquired a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,214 shares of the exchange traded fund’s stock, valued at approximately $1,408,000. iShares National Muni Bond ETF accounts for 1.5% of LifeGoal Wealth Advisors’ investment portfolio, making the stock its 20th biggest holding.
A number of other large investors have also recently bought and sold shares of the company. Bryn Mawr Capital Management LLC lifted its holdings in shares of iShares National Muni Bond ETF by 5.8% during the 4th quarter. Bryn Mawr Capital Management LLC now owns 17,853 shares of the exchange traded fund’s stock worth $1,902,000 after acquiring an additional 975 shares during the period. Advisor OS LLC acquired a new position in iShares National Muni Bond ETF during the fourth quarter valued at approximately $1,064,000. Ackerman Capital Advisors LLC lifted its stake in iShares National Muni Bond ETF by 11.7% during the fourth quarter. Ackerman Capital Advisors LLC now owns 82,061 shares of the exchange traded fund’s stock worth $8,744,000 after purchasing an additional 8,621 shares during the last quarter. LGL Partners LLC boosted its holdings in shares of iShares National Muni Bond ETF by 4.8% in the 4th quarter. LGL Partners LLC now owns 28,440 shares of the exchange traded fund’s stock valued at $3,030,000 after purchasing an additional 1,312 shares in the last quarter. Finally, Sofi Wealth LLC boosted its holdings in shares of iShares National Muni Bond ETF by 13.2% in the 4th quarter. Sofi Wealth LLC now owns 549,510 shares of the exchange traded fund’s stock valued at $58,550,000 after purchasing an additional 64,274 shares in the last quarter.
iShares National Muni Bond ETF Price Performance
Shares of NYSEARCA MUB opened at $107.46 on Wednesday. The stock has a 50-day moving average price of $106.42 and a two-hundred day moving average price of $107.34. iShares National Muni Bond ETF has a 12 month low of $105.00 and a 12 month high of $108.81.
About iShares National Muni Bond ETF
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).
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