Naples Global Advisors LLC Has $7.01 Million Holdings in iShares National Muni Bond ETF $MUB

Naples Global Advisors LLC grew its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 17.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 65,472 shares of the exchange traded fund’s stock after purchasing an additional 9,505 shares during the period. Naples Global Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $7,013,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in MUB. Turning Point Benefit Group Inc. acquired a new position in shares of iShares National Muni Bond ETF during the 3rd quarter worth approximately $26,000. Dunhill Financial LLC grew its position in shares of iShares National Muni Bond ETF by 807.1% during the 4th quarter. Dunhill Financial LLC now owns 254 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 226 shares in the last quarter. Carolina Wealth Advisors LLC bought a new stake in shares of iShares National Muni Bond ETF during the 4th quarter worth approximately $28,000. Imprint Wealth LLC bought a new stake in shares of iShares National Muni Bond ETF during the 3rd quarter worth approximately $35,000. Finally, Inlight Wealth Management LLC bought a new stake in shares of iShares National Muni Bond ETF during the 3rd quarter worth approximately $37,000. Institutional investors and hedge funds own 90.19% of the company’s stock.

iShares National Muni Bond ETF Price Performance

Shares of iShares National Muni Bond ETF stock opened at $107.00 on Monday. The company has a 50 day moving average of $107.05 and a 200-day moving average of $107.29. iShares National Muni Bond ETF has a 1-year low of $103.14 and a 1-year high of $109.00.

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.