iShares Short-Term National Muni Bond ETF $SUB is Ellevest Inc.’s 9th Largest Position

Ellevest Inc. boosted its holdings in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 159,210 shares of the company’s stock after purchasing an additional 10,452 shares during the quarter. iShares Short-Term National Muni Bond ETF comprises 2.3% of Ellevest Inc.’s investment portfolio, making the stock its 9th largest holding. Ellevest Inc. owned 0.16% of iShares Short-Term National Muni Bond ETF worth $16,988,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Field & Main Bank raised its position in iShares Short-Term National Muni Bond ETF by 18.4% in the 4th quarter. Field & Main Bank now owns 651 shares of the company’s stock valued at $69,000 after purchasing an additional 101 shares during the last quarter. CoreCap Advisors LLC raised its position in iShares Short-Term National Muni Bond ETF by 2.8% during the 4th quarter. CoreCap Advisors LLC now owns 5,066 shares of the company’s stock worth $541,000 after buying an additional 136 shares during the last quarter. Synergy Investment Management LLC raised its position in iShares Short-Term National Muni Bond ETF by 3.0% during the 4th quarter. Synergy Investment Management LLC now owns 5,332 shares of the company’s stock worth $569,000 after buying an additional 155 shares during the last quarter. Nations Financial Group Inc. IA ADV raised its position in iShares Short-Term National Muni Bond ETF by 4.0% during the 4th quarter. Nations Financial Group Inc. IA ADV now owns 6,742 shares of the company’s stock worth $719,000 after buying an additional 260 shares during the last quarter. Finally, Valeo Financial Advisors LLC raised its position in iShares Short-Term National Muni Bond ETF by 15.4% during the 3rd quarter. Valeo Financial Advisors LLC now owns 2,923 shares of the company’s stock worth $312,000 after buying an additional 391 shares during the last quarter.

iShares Short-Term National Muni Bond ETF Stock Performance

Shares of iShares Short-Term National Muni Bond ETF stock opened at $106.50 on Monday. iShares Short-Term National Muni Bond ETF has a one year low of $105.69 and a one year high of $107.51. The firm has a fifty day moving average of $106.45 and a two-hundred day moving average of $106.75.

iShares Short-Term National Muni Bond ETF Profile

iShares 2016 AMT-Free Muni Term ETF, formerly iShares S&P Short Term National AMT-Free Municipal Bond Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Short Term National AMT-Free Municipal Bond Index (the Index). The Index measures the performance of the short-term 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.