iShares National Muni Bond ETF (NYSEARCA:MUB) is Oxford Financial Group LTD. LLC’s 5th Largest Position

Oxford Financial Group LTD. LLC cut its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 1.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 955,656 shares of the exchange traded fund’s stock after selling 11,922 shares during the quarter. iShares National Muni Bond ETF comprises about 6.6% of Oxford Financial Group LTD. LLC’s investment portfolio, making the stock its 5th biggest holding. Oxford Financial Group LTD. LLC’s holdings in iShares National Muni Bond ETF were worth $101,825,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Able Wealth Management LLC grew its stake in iShares National Muni Bond ETF by 3.1% during the fourth quarter. Able Wealth Management LLC now owns 3,124 shares of the exchange traded fund’s stock valued at $333,000 after acquiring an additional 94 shares in the last quarter. Redwood Investment Management LLC lifted its holdings in shares of iShares National Muni Bond ETF by 0.6% in the 3rd quarter. Redwood Investment Management LLC now owns 17,193 shares of the exchange traded fund’s stock worth $1,908,000 after acquiring an additional 97 shares during the last quarter. Defined Wealth Management LLC lifted its holdings in shares of iShares National Muni Bond ETF by 5.1% in the 4th quarter. Defined Wealth Management LLC now owns 1,992 shares of the exchange traded fund’s stock worth $212,000 after acquiring an additional 97 shares during the last quarter. Bogart Wealth LLC lifted its holdings in shares of iShares National Muni Bond ETF by 6.3% in the 4th quarter. Bogart Wealth LLC now owns 1,677 shares of the exchange traded fund’s stock worth $179,000 after acquiring an additional 100 shares during the last quarter. Finally, Kanawha Capital Management LLC lifted its holdings in shares of iShares National Muni Bond ETF by 4.5% in the 4th quarter. Kanawha Capital Management LLC now owns 2,328 shares of the exchange traded fund’s stock worth $248,000 after acquiring an additional 101 shares during the last quarter.

iShares National Muni Bond ETF Stock Performance

iShares National Muni Bond ETF stock opened at $106.03 on Friday. The firm has a 50-day moving average price of $106.49 and a 200-day moving average price of $107.19. iShares National Muni Bond ETF has a 12-month low of $105.00 and a 12-month high of $108.81.

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).