EP Wealth Advisors LLC Trims Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

EP Wealth Advisors LLC trimmed its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 4.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 908,244 shares of the exchange traded fund’s stock after selling 43,080 shares during the period. iShares National Muni Bond ETF comprises 1.0% of EP Wealth Advisors LLC’s portfolio, making the stock its 21st biggest holding. EP Wealth Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $96,773,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Northwest Investment Counselors LLC bought a new stake in iShares National Muni Bond ETF during the first quarter valued at approximately $25,000. SYM FINANCIAL Corp bought a new position in shares of iShares National Muni Bond ETF in the first quarter worth about $28,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of iShares National Muni Bond ETF in the second quarter worth $33,000. Slocum Gordon & Co LLP purchased a new stake in iShares National Muni Bond ETF in the 2nd quarter worth $33,000. Finally, ESL Trust Services LLC bought a new stake in iShares National Muni Bond ETF during the first quarter valued at about $39,000.

iShares National Muni Bond ETF Stock Up 0.3 %

NYSEARCA MUB opened at $108.70 on Monday. The business has a 50-day moving average price of $107.95 and a 200-day moving average price of $107.17. iShares National Muni Bond ETF has a twelve month low of $100.78 and a twelve month high of $108.82.

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).