Compound Planning Inc. Has $6.44 Million Stake in iShares National Muni Bond ETF $MUB

Compound Planning Inc. increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 16.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,117 shares of the exchange traded fund’s stock after buying an additional 8,365 shares during the period. Compound Planning Inc.’s holdings in iShares National Muni Bond ETF were worth $6,439,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Karpus Management Inc. acquired a new stake in iShares National Muni Bond ETF during the 4th quarter worth $25,000. Turning Point Benefit Group Inc. acquired a new position in shares of iShares National Muni Bond ETF in the 3rd quarter valued at $26,000. Dunhill Financial LLC lifted its stake in shares of iShares National Muni Bond ETF by 807.1% in the 4th quarter. Dunhill Financial LLC now owns 254 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 226 shares during the period. Carolina Wealth Advisors LLC bought a new stake in iShares National Muni Bond ETF in the fourth quarter valued at about $28,000. Finally, Hantz Financial Services Inc. increased its holdings in iShares National Muni Bond ETF by 164.1% in the fourth quarter. Hantz Financial Services Inc. now owns 309 shares of the exchange traded fund’s stock valued at $33,000 after purchasing an additional 192 shares during the last quarter. 90.19% of the stock is currently owned by institutional investors and hedge funds.

iShares National Muni Bond ETF Price Performance

NYSEARCA:MUB opened at $107.33 on Friday. iShares National Muni Bond ETF has a 1-year low of $103.14 and a 1-year high of $109.00. The business’s 50-day moving average price is $106.90 and its two-hundred day moving average price is $107.17.

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.