Mission Wealth Management LP Has $8.02 Million Holdings in iShares S&P Natnl AMT – Free Munpl Bd Fd (MUB)

Mission Wealth Management LP increased its holdings in iShares S&P Natnl AMT – Free Munpl Bd Fd (NYSEARCA:MUB) by 5.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 72,406 shares of the exchange traded fund’s stock after purchasing an additional 3,818 shares during the period. iShares S&P Natnl AMT – Free Munpl Bd Fd makes up about 1.4% of Mission Wealth Management LP’s investment portfolio, making the stock its 15th largest position. Mission Wealth Management LP owned about 0.08% of iShares S&P Natnl AMT – Free Munpl Bd Fd worth $8,018,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Empirical Financial Services LLC increased its position in iShares S&P Natnl AMT – Free Munpl Bd Fd by 1.0% in the third quarter. Empirical Financial Services LLC now owns 45,471 shares of the exchange traded fund’s stock worth $5,041,000 after purchasing an additional 457 shares during the last quarter. Palladium Partners LLC increased its position in iShares S&P Natnl AMT – Free Munpl Bd Fd by 13.3% in the fourth quarter. Palladium Partners LLC now owns 4,073 shares of the exchange traded fund’s stock worth $451,000 after purchasing an additional 478 shares during the last quarter. First Trust Advisors LP increased its position in iShares S&P Natnl AMT – Free Munpl Bd Fd by 6.2% in the third quarter. First Trust Advisors LP now owns 8,336 shares of the exchange traded fund’s stock worth $924,000 after purchasing an additional 486 shares during the last quarter. Shamrock Asset Management LLC increased its position in iShares S&P Natnl AMT – Free Munpl Bd Fd by 65.1% in the third quarter. Shamrock Asset Management LLC now owns 1,238 shares of the exchange traded fund’s stock worth $137,000 after purchasing an additional 488 shares during the last quarter. Finally, Summit Financial Wealth Advisors LLC increased its position in iShares S&P Natnl AMT – Free Munpl Bd Fd by 11.5% in the third quarter. Summit Financial Wealth Advisors LLC now owns 4,812 shares of the exchange traded fund’s stock worth $534,000 after purchasing an additional 497 shares during the last quarter.

iShares S&P Natnl AMT – Free Munpl Bd Fd (MUB) traded up $0.06 during mid-day trading on Wednesday, reaching $108.44. 466,092 shares of the company’s stock were exchanged, compared to its average volume of 676,866. iShares S&P Natnl AMT – Free Munpl Bd Fd has a fifty-two week low of $107.77 and a fifty-two week high of $111.66.

The company also recently disclosed a monthly dividend, which was paid on Wednesday, March 7th. Shareholders of record on Friday, March 2nd were given a dividend of $0.2145 per share. This is a boost from iShares S&P Natnl AMT – Free Munpl Bd Fd’s previous monthly dividend of $0.20. The ex-dividend date of this dividend was Thursday, March 1st. This represents a $2.57 dividend on an annualized basis and a yield of 2.37%.

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iShares S&P Natnl AMT – Free Munpl Bd Fd 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).

Institutional Ownership by Quarter for iShares S&P Natnl AMT - Free Munpl Bd Fd (NYSEARCA:MUB)

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