Sterling Financial Planning Inc. Has $3.01 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Sterling Financial Planning Inc. increased its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 56.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 27,798 shares of the exchange traded fund’s stock after buying an additional 9,996 shares during the quarter. iShares National Muni Bond ETF accounts for approximately 1.3% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 24th largest position. Sterling Financial Planning Inc.’s holdings in iShares National Muni Bond ETF were worth $3,014,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in MUB. KFA Private Wealth Group LLC increased its position in iShares National Muni Bond ETF by 31.5% during the 3rd quarter. KFA Private Wealth Group LLC now owns 5,424 shares of the exchange traded fund’s stock valued at $556,000 after purchasing an additional 1,300 shares during the period. Sigma Planning Corp increased its position in iShares National Muni Bond ETF by 0.4% during the 3rd quarter. Sigma Planning Corp now owns 125,808 shares of the exchange traded fund’s stock valued at $12,900,000 after purchasing an additional 457 shares during the period. Carl P. Sherr & Co. LLC increased its position in iShares National Muni Bond ETF by 39.7% during the 4th quarter. Carl P. Sherr & Co. LLC now owns 16,787 shares of the exchange traded fund’s stock valued at $1,820,000 after purchasing an additional 4,769 shares during the period. Stephens Consulting LLC increased its position in iShares National Muni Bond ETF by 13.5% during the 3rd quarter. Stephens Consulting LLC now owns 37,616 shares of the exchange traded fund’s stock valued at $3,857,000 after purchasing an additional 4,460 shares during the period. Finally, Ausdal Financial Partners Inc. increased its position in iShares National Muni Bond ETF by 2.0% during the 4th quarter. Ausdal Financial Partners Inc. now owns 80,527 shares of the exchange traded fund’s stock valued at $8,730,000 after purchasing an additional 1,571 shares during the period.

iShares National Muni Bond ETF Stock Performance

NYSEARCA:MUB traded up $0.01 on Thursday, reaching $106.37. 2,247,548 shares of the stock traded hands, compared to its average volume of 3,722,190. The company’s 50 day moving average is $107.49 and its 200-day moving average is $106.28. iShares National Muni Bond ETF has a 1-year low of $100.78 and a 1-year high of $108.82.

About iShares National Muni Bond ETF

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).