Diversify Wealth Management LLC Has $11.15 Million Position in iShares National Muni Bond ETF $MUB

Diversify Wealth Management LLC boosted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 58.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 104,171 shares of the exchange traded fund’s stock after buying an additional 38,625 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares National Muni Bond ETF were worth $11,150,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. Integrated Investment Consultants LLC increased its position in iShares National Muni Bond ETF by 2.1% in the 4th quarter. Integrated Investment Consultants LLC now owns 4,567 shares of the exchange traded fund’s stock valued at $489,000 after acquiring an additional 94 shares during the period. Princeton Global Asset Management LLC raised its position in iShares National Muni Bond ETF by 8.4% during the 4th quarter. Princeton Global Asset Management LLC now owns 1,257 shares of the exchange traded fund’s stock worth $135,000 after purchasing an additional 97 shares during the last quarter. Financial Sense Advisors Inc. raised its position in iShares National Muni Bond ETF by 1.4% during the 4th quarter. Financial Sense Advisors Inc. now owns 6,824 shares of the exchange traded fund’s stock worth $731,000 after purchasing an additional 97 shares during the last quarter. Silver Oak Securities Incorporated lifted its holdings in iShares National Muni Bond ETF by 6.4% during the 1st quarter. Silver Oak Securities Incorporated now owns 1,657 shares of the exchange traded fund’s stock worth $176,000 after buying an additional 99 shares during the period. Finally, Graybill Wealth Management LTD. lifted its holdings in iShares National Muni Bond ETF by 1.6% during the 3rd quarter. Graybill Wealth Management LTD. now owns 6,457 shares of the exchange traded fund’s stock worth $688,000 after buying an additional 100 shares during the period. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Trading Up 0.1%

Shares of NYSEARCA MUB traded up $0.07 during trading on Friday, reaching $107.01. The company had a trading volume of 1,752,480 shares, compared to its average volume of 3,668,951. The company’s fifty day moving average price is $106.97 and its 200-day moving average price is $107.22. iShares National Muni Bond ETF has a 12 month low of $103.14 and a 12 month high of $109.00.

About iShares National Muni Bond ETF

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.