WCG Wealth Advisors LLC Increases Stock Position in iShares National Muni Bond ETF $MUB

WCG Wealth Advisors LLC lifted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 37.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,343 shares of the exchange traded fund’s stock after purchasing an additional 6,937 shares during the period. WCG Wealth Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $2,714,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in MUB. Shepherd Street Advisors LLC purchased a new position in shares of iShares National Muni Bond ETF in the 4th quarter worth approximately $338,000. Marble Wealth LLC purchased a new stake in shares of iShares National Muni Bond ETF during the fourth quarter valued at approximately $791,000. Wrenne Financial Planning LLC lifted its holdings in iShares National Muni Bond ETF by 22.1% during the fourth quarter. Wrenne Financial Planning LLC now owns 71,896 shares of the exchange traded fund’s stock worth $7,701,000 after acquiring an additional 13,010 shares during the period. Bank of New York Mellon Corp grew its stake in iShares National Muni Bond ETF by 2.8% in the 4th quarter. Bank of New York Mellon Corp now owns 7,089,365 shares of the exchange traded fund’s stock valued at $759,342,000 after purchasing an additional 191,862 shares during the period. Finally, Kesler Norman & Wride LLC purchased a new stake in iShares National Muni Bond ETF during the fourth quarter worth about $407,000. 90.19% of the stock is owned by institutional investors.

iShares National Muni Bond ETF Stock Performance

iShares National Muni Bond ETF stock opened at $107.19 on Friday. The business has a 50-day simple moving average of $106.72 and a 200 day simple moving average of $107.18. iShares National Muni Bond ETF has a 52 week low of $103.14 and a 52 week high of $109.00.

iShares National Muni Bond ETF Company 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.