Lutz Financial Services LLC Decreases Stake in iShares National Muni Bond ETF $MUB

Lutz Financial Services LLC lessened its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 1.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 338,864 shares of the exchange traded fund’s stock after selling 5,156 shares during the period. iShares National Muni Bond ETF accounts for 2.6% of Lutz Financial Services LLC’s investment portfolio, making the stock its 11th biggest position. Lutz Financial Services LLC owned approximately 0.09% of iShares National Muni Bond ETF worth $36,086,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC purchased a new stake in iShares National Muni Bond ETF in the fourth quarter worth about $325,000. Revolve Wealth Partners LLC grew its position in iShares National Muni Bond ETF by 10.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 124,193 shares of the exchange traded fund’s stock worth $13,233,000 after purchasing an additional 11,989 shares during the period. Bison Wealth LLC bought a new position in iShares National Muni Bond ETF in the fourth quarter valued at about $516,000. AQR Capital Management LLC lifted its stake in shares of iShares National Muni Bond ETF by 21.2% in the 1st quarter. AQR Capital Management LLC now owns 13,285 shares of the exchange traded fund’s stock worth $1,401,000 after purchasing an additional 2,322 shares during the period. Finally, GoalVest Advisory LLC purchased a new position in shares of iShares National Muni Bond ETF during the 2nd quarter worth $162,000. 90.19% of the stock is currently owned by institutional investors.

iShares National Muni Bond ETF Trading Down 0.0%

Shares of NYSEARCA:MUB opened at $108.51 on Tuesday. The stock has a 50 day moving average of $107.57 and a 200 day moving average of $106.76. iShares National Muni Bond ETF has a 12-month low of $100.29 and a 12-month high of $108.65.

iShares National Muni Bond ETF 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.