Journey Beyond Wealth LLC Makes New Investment in iShares National Muni Bond ETF (NYSEARCA:MUB)

Journey Beyond Wealth LLC acquired a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 12,680 shares of the exchange traded fund’s stock, valued at approximately $1,351,000. iShares National Muni Bond ETF accounts for about 1.3% of Journey Beyond Wealth LLC’s investment portfolio, making the stock its 17th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of MUB. PKS Advisory Services LLC bought a new stake in shares of iShares National Muni Bond ETF during the fourth quarter valued at approximately $293,000. Signature Estate & Investment Advisors LLC increased its holdings in shares of iShares National Muni Bond ETF by 68.1% in the 4th quarter. Signature Estate & Investment Advisors LLC now owns 15,249 shares of the exchange traded fund’s stock worth $1,625,000 after buying an additional 6,176 shares during the last quarter. Heritage Wealth Management Inc. CA purchased a new stake in iShares National Muni Bond ETF during the fourth quarter valued at approximately $396,000. Zions Bancorporation N.A. purchased a new stake in iShares National Muni Bond ETF during the 4th quarter valued at $2,731,000. Finally, Modern Wealth Management LLC raised its stake in shares of iShares National Muni Bond ETF by 107.7% in the fourth quarter. Modern Wealth Management LLC now owns 11,126 shares of the exchange traded fund’s stock valued at $1,187,000 after acquiring an additional 5,768 shares during the period.

iShares National Muni Bond ETF Price Performance

Shares of NYSEARCA MUB opened at $105.35 on Wednesday. iShares National Muni Bond ETF has a 1 year low of $105.00 and a 1 year high of $108.81. The firm has a 50-day simple moving average of $106.50 and a two-hundred day simple moving average of $107.13.

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).