Heritage Wealth Management Inc. Texas Buys Shares of 123,778 iShares National Muni Bond ETF $MUB

Heritage Wealth Management Inc. Texas bought a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 123,778 shares of the exchange traded fund’s stock, valued at approximately $12,932,000. iShares National Muni Bond ETF accounts for approximately 6.4% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 5th largest holding.

A number of other large investors also recently added to or reduced their stakes in the business. Howard Capital Management Inc. lifted its position in iShares National Muni Bond ETF by 16.0% during the 2nd quarter. Howard Capital Management Inc. now owns 10,553 shares of the exchange traded fund’s stock valued at $1,103,000 after purchasing an additional 1,458 shares during the period. Motley Fool Wealth Management LLC lifted its position in iShares National Muni Bond ETF by 1.7% during the 2nd quarter. Motley Fool Wealth Management LLC now owns 14,980 shares of the exchange traded fund’s stock valued at $1,565,000 after purchasing an additional 246 shares during the period. Equita Financial Network Inc. lifted its position in iShares National Muni Bond ETF by 2.0% during the 2nd quarter. Equita Financial Network Inc. now owns 18,013 shares of the exchange traded fund’s stock valued at $1,882,000 after purchasing an additional 352 shares during the period. Facet Wealth Inc. lifted its position in iShares National Muni Bond ETF by 27.8% during the 2nd quarter. Facet Wealth Inc. now owns 1,119,485 shares of the exchange traded fund’s stock valued at $116,281,000 after purchasing an additional 243,683 shares during the period. Finally, Transcend Capital Advisors LLC lifted its position in iShares National Muni Bond ETF by 96.1% during the 2nd quarter. Transcend Capital Advisors LLC now owns 7,555 shares of the exchange traded fund’s stock valued at $789,000 after purchasing an additional 3,703 shares during the period. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Stock Performance

iShares National Muni Bond ETF stock opened at $107.61 on Tuesday. The company’s 50-day moving average is $106.05 and its two-hundred day moving average is $104.65. iShares National Muni Bond ETF has a 1 year low of $100.29 and a 1 year high of $108.60.

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).