FSM Wealth Advisors LLC Has $6.36 Million Stock Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

FSM Wealth Advisors LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 2.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 58,567 shares of the exchange traded fund’s stock after buying an additional 1,602 shares during the period. iShares National Muni Bond ETF comprises approximately 1.7% of FSM Wealth Advisors LLC’s portfolio, making the stock its 19th largest position. FSM Wealth Advisors LLC’s holdings in iShares National Muni Bond ETF were worth $6,362,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Envestnet Asset Management Inc. boosted its position in iShares National Muni Bond ETF by 8.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 18,518,502 shares of the exchange traded fund’s stock worth $1,973,146,000 after buying an additional 1,512,868 shares during the period. Creative Planning boosted its position in iShares National Muni Bond ETF by 6.1% during the 3rd quarter. Creative Planning now owns 12,627,580 shares of the exchange traded fund’s stock worth $1,371,734,000 after buying an additional 723,492 shares during the period. US Bancorp DE lifted its position in shares of iShares National Muni Bond ETF by 2.6% in the 1st quarter. US Bancorp DE now owns 7,264,339 shares of the exchange traded fund’s stock worth $781,644,000 after purchasing an additional 186,369 shares during the period. LPL Financial LLC lifted its position in shares of iShares National Muni Bond ETF by 9.1% in the 2nd quarter. LPL Financial LLC now owns 6,997,325 shares of the exchange traded fund’s stock worth $745,565,000 after purchasing an additional 582,636 shares during the period. Finally, Mercer Global Advisors Inc. ADV lifted its position in shares of iShares National Muni Bond ETF by 16.6% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 6,085,414 shares of the exchange traded fund’s stock worth $647,263,000 after purchasing an additional 864,732 shares during the period.

iShares National Muni Bond ETF Stock Performance

Shares of NYSEARCA MUB opened at $107.16 on Tuesday. iShares National Muni Bond ETF has a 52-week low of $102.35 and a 52-week high of $108.82. The company’s 50 day moving average price is $107.91 and its 200-day moving average price is $107.27.

About iShares National Muni Bond ETF

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).