Thrive Wealth Management LLC Has $5.16 Million Stake in iShares National Muni Bond ETF $MUB

Thrive Wealth Management LLC lifted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 23.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,970 shares of the exchange traded fund’s stock after purchasing an additional 9,226 shares during the period. iShares National Muni Bond ETF accounts for approximately 0.7% of Thrive Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest holding. Thrive Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $5,162,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in MUB. Checchi Capital Advisers LLC boosted its stake in shares of iShares National Muni Bond ETF by 21.5% in the first quarter. Checchi Capital Advisers LLC now owns 47,229 shares of the exchange traded fund’s stock valued at $5,013,000 after buying an additional 8,356 shares during the period. Aegis Wealth Management Inc. bought a new position in iShares National Muni Bond ETF during the 4th quarter worth $552,000. BIP Wealth LLC raised its holdings in iShares National Muni Bond ETF by 25.9% in the 4th quarter. BIP Wealth LLC now owns 89,574 shares of the exchange traded fund’s stock valued at $9,594,000 after acquiring an additional 18,422 shares in the last quarter. Slow Capital Inc. raised its holdings in iShares National Muni Bond ETF by 9.7% in the 4th quarter. Slow Capital Inc. now owns 202,919 shares of the exchange traded fund’s stock valued at $21,735,000 after acquiring an additional 17,960 shares in the last quarter. Finally, Hudson Oak Wealth Advisory LLC acquired a new position in iShares National Muni Bond ETF in the 4th quarter valued at $1,688,000. Institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Trading Up 0.1%

NYSEARCA:MUB opened at $105.82 on Thursday. iShares National Muni Bond ETF has a fifty-two week low of $103.83 and a fifty-two week high of $109.00. The stock has a fifty day moving average price of $106.80 and a 200-day moving average price of $107.07.

iShares National Muni Bond ETF 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.