Whitegate Investment Counselors Inc. Raises Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Whitegate Investment Counselors Inc. raised its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB) by 7.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 38,710 shares of the exchange traded fund’s stock after purchasing an additional 2,735 shares during the quarter. iShares National Muni Bond ETF accounts for approximately 1.3% of Whitegate Investment Counselors Inc.’s investment portfolio, making the stock its 23rd biggest holding. Whitegate Investment Counselors Inc.’s holdings in iShares National Muni Bond ETF were worth $4,197,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Bank OZK purchased a new position in iShares National Muni Bond ETF during the fourth quarter valued at approximately $263,000. KFA Private Wealth Group LLC lifted its stake in shares of iShares National Muni Bond ETF by 31.5% in the 3rd quarter. KFA Private Wealth Group LLC now owns 5,424 shares of the exchange traded fund’s stock valued at $556,000 after purchasing an additional 1,300 shares during the period. Carl P. Sherr & Co. LLC boosted its holdings in iShares National Muni Bond ETF by 39.7% during the fourth quarter. Carl P. Sherr & Co. LLC now owns 16,787 shares of the exchange traded fund’s stock worth $1,820,000 after buying an additional 4,769 shares in the last quarter. Sigma Planning Corp grew its position in iShares National Muni Bond ETF by 0.4% during the third quarter. Sigma Planning Corp now owns 125,808 shares of the exchange traded fund’s stock valued at $12,900,000 after buying an additional 457 shares during the period. Finally, Stephens Consulting LLC increased its holdings in iShares National Muni Bond ETF by 13.5% in the third quarter. Stephens Consulting LLC now owns 37,616 shares of the exchange traded fund’s stock valued at $3,857,000 after buying an additional 4,460 shares in the last quarter.

iShares National Muni Bond ETF Trading Up 0.3 %

Shares of iShares National Muni Bond ETF stock traded up $0.31 during trading hours on Friday, reaching $106.67. The stock had a trading volume of 7,096,558 shares, compared to its average volume of 3,695,924. iShares National Muni Bond ETF has a twelve month low of $100.78 and a twelve month high of $108.82. The stock’s 50 day moving average is $107.15 and its 200 day moving average is $106.63.

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).