Sofi Wealth LLC Boosts Stock Position in iShares National Muni Bond ETF $MUB

Sofi Wealth LLC grew its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 9.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 631,789 shares of the exchange traded fund’s stock after buying an additional 54,010 shares during the period. iShares National Muni Bond ETF accounts for 3.4% of Sofi Wealth LLC’s portfolio, making the stock its 11th biggest holding. Sofi Wealth LLC owned 0.16% of iShares National Muni Bond ETF worth $67,671,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Smart Money Group LLC raised its stake in iShares National Muni Bond ETF by 14.7% during the 4th quarter. Smart Money Group LLC now owns 30,855 shares of the exchange traded fund’s stock valued at $3,305,000 after purchasing an additional 3,965 shares during the period. Joel Isaacson & Co. LLC raised its stake in iShares National Muni Bond ETF by 9.9% during the 4th quarter. Joel Isaacson & Co. LLC now owns 47,089 shares of the exchange traded fund’s stock valued at $5,044,000 after purchasing an additional 4,249 shares during the period. Woodside Wealth Management LLC raised its stake in iShares National Muni Bond ETF by 28.6% during the 4th quarter. Woodside Wealth Management LLC now owns 2,248 shares of the exchange traded fund’s stock valued at $241,000 after purchasing an additional 500 shares during the period. Keybank National Association OH raised its stake in iShares National Muni Bond ETF by 17.7% during the 4th quarter. Keybank National Association OH now owns 23,868 shares of the exchange traded fund’s stock valued at $2,557,000 after purchasing an additional 3,586 shares during the period. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in iShares National Muni Bond ETF during the 4th quarter valued at approximately $690,000. 90.19% of the stock is owned by hedge funds and other institutional investors.

iShares National Muni Bond ETF Price Performance

Shares of MUB opened at $107.11 on Thursday. The business’s 50 day moving average is $107.18 and its 200 day moving average is $107.29. iShares National Muni Bond ETF has a 12-month low of $103.14 and a 12-month high of $109.00.

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.