Orgel Wealth Management LLC Has $280.19 Million Stock Position in iShares National Muni Bond ETF $MUB

Orgel Wealth Management LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 1.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,615,919 shares of the exchange traded fund’s stock after acquiring an additional 46,681 shares during the period. iShares National Muni Bond ETF makes up 6.2% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Orgel Wealth Management LLC owned about 0.67% of iShares National Muni Bond ETF worth $280,191,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of MUB. Brighton Jones LLC purchased a new position in shares of iShares National Muni Bond ETF during the fourth quarter valued at approximately $325,000. Revolve Wealth Partners LLC grew its stake in shares of iShares National Muni Bond ETF by 10.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 124,193 shares of the exchange traded fund’s stock worth $13,233,000 after buying an additional 11,989 shares during the last quarter. Bison Wealth LLC purchased a new stake in shares of iShares National Muni Bond ETF in the 4th quarter worth approximately $516,000. AQR Capital Management LLC increased its position in iShares National Muni Bond ETF by 21.2% during the 1st quarter. AQR Capital Management LLC now owns 13,285 shares of the exchange traded fund’s stock valued at $1,401,000 after buying an additional 2,322 shares in the last quarter. Finally, NFP Retirement Inc. increased its position in iShares National Muni Bond ETF by 88.5% during the 2nd quarter. NFP Retirement Inc. now owns 7,096 shares of the exchange traded fund’s stock valued at $741,000 after buying an additional 3,331 shares in the last quarter. Hedge funds and other institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Trading Down 0.9%

Shares of NYSEARCA:MUB opened at $105.91 on Friday. The stock has a fifty day simple moving average of $107.77 and a two-hundred day simple moving average of $107.17. iShares National Muni Bond ETF has a 12-month low of $100.29 and a 12-month high of $109.00.

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). The Index measures the performance of the investment-grade segment of the United States municipal bond market. The Fund invests in a representative sample of the securities included in the Index that collectively has an investment profile similar to the Index.