Erickson Financial Group LLC Purchases 574 Shares of iShares National Muni Bond ETF $MUB

Erickson Financial Group LLC grew its position in iShares National Muni Bond ETF (NYSEARCA:MUBFree Report) by 21.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,258 shares of the exchange traded fund’s stock after acquiring an additional 574 shares during the period. iShares National Muni Bond ETF comprises about 0.2% of Erickson Financial Group LLC’s portfolio, making the stock its 20th largest holding. Erickson Financial Group LLC’s holdings in iShares National Muni Bond ETF were worth $340,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. BankPlus Wealth Management LLC lifted its stake in iShares National Muni Bond ETF by 1.9% in the 2nd quarter. BankPlus Wealth Management LLC now owns 5,443 shares of the exchange traded fund’s stock valued at $569,000 after purchasing an additional 99 shares during the last quarter. Collaborative Wealth Managment Inc. raised its stake in iShares National Muni Bond ETF by 2.5% in the first quarter. Collaborative Wealth Managment Inc. now owns 4,192 shares of the exchange traded fund’s stock valued at $442,000 after buying an additional 103 shares during the period. Kagan Cocozza Asset Management lifted its position in shares of iShares National Muni Bond ETF by 1.6% in the second quarter. Kagan Cocozza Asset Management now owns 6,862 shares of the exchange traded fund’s stock valued at $717,000 after buying an additional 109 shares during the last quarter. PKS Advisory Services LLC boosted its stake in shares of iShares National Muni Bond ETF by 4.3% during the 1st quarter. PKS Advisory Services LLC now owns 2,869 shares of the exchange traded fund’s stock worth $302,000 after acquiring an additional 117 shares during the period. Finally, Little House Capital LLC increased its holdings in shares of iShares National Muni Bond ETF by 2.1% during the 2nd quarter. Little House Capital LLC now owns 5,564 shares of the exchange traded fund’s stock worth $581,000 after acquiring an additional 117 shares during the last quarter. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Stock Up 0.0%

Shares of iShares National Muni Bond ETF stock opened at $107.16 on Friday. The business has a fifty day simple moving average of $106.97 and a two-hundred day simple moving average of $105.12. iShares National Muni Bond ETF has a 1 year low of $100.29 and a 1 year high of $108.60.

iShares National Muni Bond ETF Company Profile

(Free Report)

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).

Further Reading

Want to see what other hedge funds are holding MUB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares National Muni Bond ETF (NYSEARCA:MUBFree Report).

Institutional Ownership by Quarter for iShares National Muni Bond ETF (NYSEARCA:MUB)

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