Chatterton & Associates Inc. Buys New Position in iShares National Muni Bond ETF $MUB

Chatterton & Associates Inc. purchased a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 15,323 shares of the exchange traded fund’s stock, valued at approximately $1,641,000. iShares National Muni Bond ETF comprises approximately 1.4% of Chatterton & Associates Inc.’s investment portfolio, making the stock its 27th largest holding.

Other hedge funds and other institutional investors have also modified their holdings of the company. Wellington Management Group LLP purchased a new position in shares of iShares National Muni Bond ETF during the third quarter valued at approximately $387,198,000. Bank of America Corp DE boosted its position in iShares National Muni Bond ETF by 9.9% during the third quarter. Bank of America Corp DE now owns 33,570,415 shares of the exchange traded fund’s stock worth $3,574,913,000 after acquiring an additional 3,026,165 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its stake in iShares National Muni Bond ETF by 20.2% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 7,511,562 shares of the exchange traded fund’s stock worth $799,905,000 after acquiring an additional 1,261,391 shares during the period. Creative Planning grew its stake in iShares National Muni Bond ETF by 6.9% in the 3rd quarter. Creative Planning now owns 13,191,212 shares of the exchange traded fund’s stock worth $1,404,732,000 after acquiring an additional 851,224 shares during the period. Finally, Fisher Asset Management LLC raised its holdings in iShares National Muni Bond ETF by 9.1% in the 3rd quarter. Fisher Asset Management LLC now owns 9,725,773 shares of the exchange traded fund’s stock valued at $1,035,698,000 after acquiring an additional 810,838 shares during the last quarter. 90.19% of the stock is currently owned by hedge funds and other institutional investors.

iShares National Muni Bond ETF Stock Performance

Shares of MUB opened at $106.49 on Friday. iShares National Muni Bond ETF has a 12 month low of $100.29 and a 12 month high of $109.00. The stock’s 50-day moving average is $107.47 and its two-hundred day moving average is $107.22.

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.