Baron Silver Stevens Financial Advisors LLC Has $9.15 Million Stock Holdings in iShares National Muni Bond ETF $MUB

Baron Silver Stevens Financial Advisors LLC trimmed its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 5.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 85,882 shares of the exchange traded fund’s stock after selling 5,120 shares during the quarter. iShares National Muni Bond ETF accounts for 1.3% of Baron Silver Stevens Financial Advisors LLC’s holdings, making the stock its 23rd largest holding. Baron Silver Stevens Financial Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $9,146,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Hollencrest Capital Management acquired a new position in shares of iShares National Muni Bond ETF during the 2nd quarter worth $26,000. Total Investment Management Inc. bought a new position in iShares National Muni Bond ETF in the second quarter valued at about $33,000. Inlight Wealth Management LLC acquired a new position in iShares National Muni Bond ETF during the third quarter worth about $37,000. Harbor Asset Planning Inc. acquired a new position in iShares National Muni Bond ETF during the second quarter worth about $43,000. Finally, Evolution Wealth Management Inc. bought a new position in shares of iShares National Muni Bond ETF in the second quarter worth about $44,000. 90.19% of the stock is currently owned by institutional investors.

iShares National Muni Bond ETF Stock Performance

MUB opened at $107.61 on Friday. The company’s 50 day moving average is $107.15 and its 200-day moving average is $105.99. iShares National Muni Bond ETF has a 1-year low of $100.29 and a 1-year high of $107.85.

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.