Lutz Financial Services LLC Has $37.63 Million Stake in iShares National Muni Bond ETF $MUB

Lutz Financial Services LLC grew its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 3.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 351,298 shares of the exchange traded fund’s stock after acquiring an additional 12,434 shares during the quarter. iShares National Muni Bond ETF accounts for approximately 2.6% of Lutz Financial Services LLC’s portfolio, making the stock its 11th largest holding. Lutz Financial Services LLC owned about 0.09% of iShares National Muni Bond ETF worth $37,628,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Turning Point Benefit Group Inc. purchased a new position in iShares National Muni Bond ETF during the 3rd quarter worth $26,000. Dunhill Financial LLC boosted its stake in shares of iShares National Muni Bond ETF by 807.1% in the 4th quarter. Dunhill Financial LLC now owns 254 shares of the exchange traded fund’s stock worth $27,000 after buying an additional 226 shares during the last quarter. Carolina Wealth Advisors LLC purchased a new position in shares of iShares National Muni Bond ETF in the 4th quarter worth approximately $28,000. Imprint Wealth LLC purchased a new position in shares of iShares National Muni Bond ETF in the 3rd quarter worth approximately $35,000. Finally, JDM Financial Group LLC purchased a new position in shares of iShares National Muni Bond ETF in the 4th quarter worth approximately $38,000. 90.19% of the stock is owned by hedge funds and other institutional investors.

iShares National Muni Bond ETF Stock Performance

Shares of NYSEARCA MUB opened at $106.08 on Tuesday. iShares National Muni Bond ETF has a twelve month low of $103.14 and a twelve month high of $109.00. The stock’s 50 day moving average price is $106.81 and its 200-day moving average price is $107.24.

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.