Dogwood Wealth Management LLC Has $5.61 Million Stock Holdings in iShares National Muni Bond ETF $MUB

Dogwood Wealth Management LLC cut its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 13.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 52,389 shares of the exchange traded fund’s stock after selling 8,302 shares during the quarter. iShares National Muni Bond ETF accounts for 2.5% of Dogwood Wealth Management LLC’s investment portfolio, making the stock its 14th biggest position. Dogwood Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $5,611,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Bank of America Corp DE raised its stake in iShares National Muni Bond ETF by 9.9% in the third quarter. Bank of America Corp DE now owns 33,570,415 shares of the exchange traded fund’s stock valued at $3,574,913,000 after buying an additional 3,026,165 shares during the period. Creative Planning raised its stake in iShares National Muni Bond ETF by 6.9% in the third quarter. Creative Planning now owns 13,191,212 shares of the exchange traded fund’s stock valued at $1,404,732,000 after buying an additional 851,224 shares during the period. Fisher Asset Management LLC raised its stake in iShares National Muni Bond ETF by 9.1% in the third quarter. Fisher Asset Management LLC now owns 9,725,773 shares of the exchange traded fund’s stock valued at $1,035,698,000 after buying an additional 810,838 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in iShares National Muni Bond ETF by 9.6% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 8,102,619 shares of the exchange traded fund’s stock valued at $862,848,000 after buying an additional 710,666 shares during the period. Finally, Mercer Global Advisors Inc. ADV raised its stake in iShares National Muni Bond ETF by 20.2% in the third quarter. Mercer Global Advisors Inc. ADV now owns 7,511,562 shares of the exchange traded fund’s stock valued at $799,905,000 after buying an additional 1,261,391 shares during the period. 90.19% of the stock is owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Stock Performance

NYSEARCA:MUB opened at $107.00 on Friday. The stock’s 50 day moving average price is $107.05 and its two-hundred day moving average price is $107.29. iShares National Muni Bond ETF has a 12-month low of $103.14 and a 12-month 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.