Wealthcare Capital Management LLC Boosts Stock Position in iShares National Muni Bond ETF $MUB

Wealthcare Capital Management LLC raised its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 7.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 115,086 shares of the exchange traded fund’s stock after purchasing an additional 8,065 shares during the quarter. iShares National Muni Bond ETF accounts for approximately 1.2% of Wealthcare Capital Management LLC’s investment portfolio, making the stock its 11th largest holding. Wealthcare Capital Management LLC’s holdings in iShares National Muni Bond ETF were worth $12,386,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in MUB. Checchi Capital Advisers LLC grew its stake in iShares National Muni Bond ETF by 21.5% in the first quarter. Checchi Capital Advisers LLC now owns 47,229 shares of the exchange traded fund’s stock worth $5,013,000 after purchasing an additional 8,356 shares in the last quarter. Aegis Wealth Management Inc. bought a new stake in iShares National Muni Bond ETF during the 4th quarter valued at $552,000. Slow Capital Inc. raised its position in iShares National Muni Bond ETF by 9.7% during the 4th quarter. Slow Capital Inc. now owns 202,919 shares of the exchange traded fund’s stock valued at $21,735,000 after purchasing an additional 17,960 shares in the last quarter. Hudson Oak Wealth Advisory LLC purchased a new stake in shares of iShares National Muni Bond ETF in the 4th quarter worth $1,688,000. Finally, Key Capital Management INC purchased a new stake in shares of iShares National Muni Bond ETF in the 4th quarter worth $1,066,000. 90.19% of the stock is owned by hedge funds and other institutional investors.

iShares National Muni Bond ETF Price Performance

MUB opened at $105.94 on Monday. iShares National Muni Bond ETF has a 12-month low of $103.83 and a 12-month high of $109.00. The business’s fifty day simple moving average is $106.75 and its 200-day simple moving average is $107.04.

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.