Surience Private Wealth LLC Has $1.65 Million Position in iShares National Muni Bond ETF $MUB

Surience Private Wealth LLC grew its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 630.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,508 shares of the exchange traded fund’s stock after purchasing an additional 13,386 shares during the quarter. iShares National Muni Bond ETF comprises about 1.8% of Surience Private Wealth LLC’s portfolio, making the stock its 19th biggest position. Surience Private Wealth LLC’s holdings in iShares National Muni Bond ETF were worth $1,646,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Karpus Management Inc. acquired a new stake in iShares National Muni Bond ETF during the fourth quarter worth approximately $25,000. Turning Point Benefit Group Inc. acquired a new position in iShares National Muni Bond ETF in the third quarter valued at approximately $26,000. Dunhill Financial LLC lifted its stake in iShares National Muni Bond ETF by 807.1% in the fourth quarter. Dunhill Financial LLC now owns 254 shares of the exchange traded fund’s stock valued at $27,000 after buying an additional 226 shares during the period. Carolina Wealth Advisors LLC acquired a new position in iShares National Muni Bond ETF in the fourth quarter valued at approximately $28,000. Finally, Hantz Financial Services Inc. boosted its holdings in shares of iShares National Muni Bond ETF by 164.1% during the 4th quarter. Hantz Financial Services Inc. now owns 309 shares of the exchange traded fund’s stock worth $33,000 after buying an additional 192 shares in the last quarter. 90.19% of the stock is owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Stock Up 0.2%

Shares of MUB stock opened at $107.46 on Thursday. iShares National Muni Bond ETF has a 52 week low of $103.14 and a 52 week high of $109.00. The firm has a 50 day moving average of $106.93 and a 200-day moving average of $107.18.

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.