Francis Financial Inc. Purchases 5,223 Shares of iShares National Muni Bond ETF $MUB

Francis Financial Inc. boosted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 20.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 30,888 shares of the exchange traded fund’s stock after acquiring an additional 5,223 shares during the period. iShares National Muni Bond ETF accounts for about 0.6% of Francis Financial Inc.’s investment portfolio, making the stock its 25th largest position. Francis Financial Inc.’s holdings in iShares National Muni Bond ETF were worth $3,308,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MUB. Brighton Jones LLC bought a new stake in iShares National Muni Bond ETF during the 4th quarter worth approximately $325,000. Revolve Wealth Partners LLC raised its stake in iShares National Muni Bond ETF by 10.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 124,193 shares of the exchange traded fund’s stock worth $13,233,000 after acquiring an additional 11,989 shares during the period. Bison Wealth LLC purchased a new stake in iShares National Muni Bond ETF during the 4th quarter valued at approximately $516,000. AQR Capital Management LLC grew its holdings in iShares National Muni Bond ETF by 21.2% during the 1st quarter. AQR Capital Management LLC now owns 13,285 shares of the exchange traded fund’s stock valued at $1,401,000 after buying an additional 2,322 shares in the last quarter. Finally, Main Street Financial Solutions LLC grew its holdings in iShares National Muni Bond ETF by 5.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 19,303 shares of the exchange traded fund’s stock valued at $2,017,000 after buying an additional 1,039 shares in the last quarter. Institutional investors own 90.19% of the company’s stock.

iShares National Muni Bond ETF Stock Down 0.2%

Shares of MUB opened at $106.97 on Friday. iShares National Muni Bond ETF has a 1 year low of $103.14 and a 1 year high of $109.00. The company has a 50 day simple moving average of $106.74 and a two-hundred day simple moving average of $107.18.

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.