Joel Adams & Associates Inc. Invests $3.29 Million in iShares National Muni Bond ETF (NYSEARCA:MUB)

Joel Adams & Associates Inc. bought a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 30,842 shares of the exchange traded fund’s stock, valued at approximately $3,286,000. iShares National Muni Bond ETF accounts for approximately 3.0% of Joel Adams & Associates Inc.’s investment portfolio, making the stock its 8th biggest position.

Other large investors also recently added to or reduced their stakes in the company. Redwood Investment Management LLC grew its position in shares of iShares National Muni Bond ETF by 0.6% during the third quarter. Redwood Investment Management LLC now owns 17,193 shares of the exchange traded fund’s stock valued at $1,908,000 after purchasing an additional 97 shares in the last quarter. Defined Wealth Management LLC boosted its stake in iShares National Muni Bond ETF by 5.1% during the fourth quarter. Defined Wealth Management LLC now owns 1,992 shares of the exchange traded fund’s stock valued at $212,000 after buying an additional 97 shares during the last quarter. Bogart Wealth LLC grew its holdings in iShares National Muni Bond ETF by 6.3% during the 4th quarter. Bogart Wealth LLC now owns 1,677 shares of the exchange traded fund’s stock valued at $179,000 after buying an additional 100 shares in the last quarter. Kanawha Capital Management LLC increased its stake in iShares National Muni Bond ETF by 4.5% in the 4th quarter. Kanawha Capital Management LLC now owns 2,328 shares of the exchange traded fund’s stock worth $248,000 after acquiring an additional 101 shares during the last quarter. Finally, Liberty Capital Management Inc. raised its holdings in shares of iShares National Muni Bond ETF by 0.6% during the 3rd quarter. Liberty Capital Management Inc. now owns 17,474 shares of the exchange traded fund’s stock worth $1,898,000 after acquiring an additional 112 shares in the last quarter.

iShares National Muni Bond ETF Trading Down 0.2 %

NYSEARCA MUB opened at $106.50 on Wednesday. The stock has a 50 day moving average price of $106.50 and a 200-day moving average price of $107.38. iShares National Muni Bond ETF has a one year low of $105.00 and a one year 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).