Compound Planning Inc. Has $14.16 Million Stock Holdings in iShares National Muni Bond ETF $MUB

Compound Planning Inc. boosted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 121.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 133,357 shares of the exchange traded fund’s stock after purchasing an additional 73,240 shares during the quarter. Compound Planning Inc.’s holdings in iShares National Muni Bond ETF were worth $14,156,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in MUB. Brighton Jones LLC bought a new position in iShares National Muni Bond ETF in the fourth quarter valued at approximately $325,000. Revolve Wealth Partners LLC grew its holdings in iShares National Muni Bond ETF by 10.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 124,193 shares of the exchange traded fund’s stock worth $13,233,000 after acquiring an additional 11,989 shares during the period. Bison Wealth LLC acquired a new stake in iShares National Muni Bond ETF during the 4th quarter worth $516,000. AQR Capital Management LLC raised its position in shares of iShares National Muni Bond ETF by 21.2% during the 1st quarter. AQR Capital Management LLC now owns 13,285 shares of the exchange traded fund’s stock valued at $1,401,000 after acquiring an additional 2,322 shares during the last quarter. Finally, Main Street Financial Solutions LLC raised its position in shares of iShares National Muni Bond ETF by 5.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 19,303 shares of the exchange traded fund’s stock valued at $2,017,000 after acquiring an additional 1,039 shares during the last quarter. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Stock Performance

NYSEARCA:MUB opened at $105.26 on Friday. iShares National Muni Bond ETF has a 12-month low of $103.34 and a 12-month high of $109.00. The stock’s fifty day simple moving average is $106.88 and its 200-day simple moving average is $107.18.

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.