Lakeshore Financial Planning Inc. Has $273,000 Stock Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Lakeshore Financial Planning Inc. trimmed its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 3.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,561 shares of the exchange traded fund’s stock after selling 104 shares during the period. Lakeshore Financial Planning Inc.’s holdings in iShares National Muni Bond ETF were worth $273,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of MUB. Kohmann Bosshard Financial Services LLC acquired a new stake in iShares National Muni Bond ETF in the 4th quarter valued at about $26,000. Advantage Trust Co acquired a new stake in iShares National Muni Bond ETF in the 4th quarter valued at about $26,000. New Millennium Group LLC lifted its stake in iShares National Muni Bond ETF by 103.5% in the 4th quarter. New Millennium Group LLC now owns 291 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 148 shares during the last quarter. Wit LLC lifted its stake in iShares National Muni Bond ETF by 713.9% in the 3rd quarter. Wit LLC now owns 293 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 257 shares during the last quarter. Finally, Legacy Investment Solutions LLC acquired a new stake in iShares National Muni Bond ETF in the 3rd quarter valued at about $34,000.

iShares National Muni Bond ETF Trading Up 0.1 %

Shares of NYSEARCA:MUB opened at $106.03 on Friday. iShares National Muni Bond ETF has a 52-week low of $105.00 and a 52-week high of $108.81. The company has a 50-day simple moving average of $106.49 and a 200 day simple moving average of $107.19.

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).