Heartwood Wealth Advisors LLC Grows Position in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Heartwood Wealth Advisors LLC increased its stake in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB) by 0.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 94,802 shares of the company’s stock after purchasing an additional 547 shares during the period. iShares Short-Term National Muni Bond ETF makes up approximately 1.1% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 25th largest position. Heartwood Wealth Advisors LLC’s holdings in iShares Short-Term National Muni Bond ETF were worth $10,000,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. ST Germain D J Co. Inc. increased its stake in iShares Short-Term National Muni Bond ETF by 41.9% during the fourth quarter. ST Germain D J Co. Inc. now owns 7,672 shares of the company’s stock worth $809,000 after purchasing an additional 2,265 shares during the period. GAMMA Investing LLC lifted its holdings in iShares Short-Term National Muni Bond ETF by 17.0% during the 4th quarter. GAMMA Investing LLC now owns 81,492 shares of the company’s stock worth $8,596,000 after buying an additional 11,850 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in iShares Short-Term National Muni Bond ETF by 0.9% in the third quarter. JPMorgan Chase & Co. now owns 607,611 shares of the company’s stock valued at $64,522,000 after purchasing an additional 5,248 shares during the period. DGS Capital Management LLC increased its stake in shares of iShares Short-Term National Muni Bond ETF by 4.6% during the third quarter. DGS Capital Management LLC now owns 292,461 shares of the company’s stock worth $31,056,000 after buying an additional 12,895 shares during the period. Finally, TD Private Client Wealth LLC raised its holdings in iShares Short-Term National Muni Bond ETF by 8.3% in the third quarter. TD Private Client Wealth LLC now owns 31,994 shares of the company’s stock valued at $3,397,000 after acquiring an additional 2,458 shares in the last quarter.

iShares Short-Term National Muni Bond ETF Trading Down 0.1 %

NYSEARCA SUB traded down $0.06 on Friday, hitting $105.44. 433,793 shares of the stock were exchanged, compared to its average volume of 487,256. iShares Short-Term National Muni Bond ETF has a fifty-two week low of $103.53 and a fifty-two week high of $106.30. The company has a 50-day moving average price of $105.51 and a 200-day moving average price of $105.52.

About iShares Short-Term National Muni Bond ETF

iShares 2016 AMT-Free Muni Term ETF, formerly iShares S&P Short Term National AMT-Free Municipal Bond Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Short Term National AMT-Free Municipal Bond Index (the Index).