Surience Private Wealth LLC Has $1.65 Million Stock Position in iShares National Muni Bond ETF $MUB

Surience Private Wealth LLC lifted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 630.8% during the first quarter, Holdings Channel.com reports. The firm owned 15,508 shares of the exchange traded fund’s stock after acquiring an additional 13,386 shares during the period. iShares National Muni Bond ETF accounts for about 1.8% of Surience Private Wealth LLC’s portfolio, making the stock its 19th biggest position. Surience Private Wealth LLC’s holdings in iShares National Muni Bond ETF were worth $1,646,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the company. Brandywine Oak Private Wealth LLC raised its stake in iShares National Muni Bond ETF by 21.8% during the 1st quarter. Brandywine Oak Private Wealth LLC now owns 91,210 shares of the exchange traded fund’s stock worth $9,682,000 after buying an additional 16,299 shares during the period. Bar Harbor Wealth Management grew its stake in iShares National Muni Bond ETF by 136.5% in the first quarter. Bar Harbor Wealth Management now owns 11,278 shares of the exchange traded fund’s stock valued at $1,197,000 after acquiring an additional 6,509 shares during the period. Presilium Private Wealth LLC grew its stake in iShares National Muni Bond ETF by 5.4% in the first quarter. Presilium Private Wealth LLC now owns 58,409 shares of the exchange traded fund’s stock valued at $6,200,000 after acquiring an additional 3,004 shares during the period. Legacy Wealth Partners LLC increased its holdings in shares of iShares National Muni Bond ETF by 30.5% during the first quarter. Legacy Wealth Partners LLC now owns 8,100 shares of the exchange traded fund’s stock valued at $860,000 after acquiring an additional 1,893 shares in the last quarter. Finally, HHM Wealth Advisors LLC bought a new stake in shares of iShares National Muni Bond ETF during the first quarter valued at approximately $50,000. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Stock Up 0.2%

Shares of NYSEARCA:MUB opened at $107.46 on Thursday. iShares National Muni Bond ETF has a twelve month low of $103.14 and a twelve month high of $109.00. The stock’s 50 day moving average is $106.93 and its 200-day moving average is $107.18.

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.