White Lighthouse Investment Management Inc. Buys New Holdings in iShares S&P Natnl AMT – Free Munpl Bd Fd (MUB)

White Lighthouse Investment Management Inc. acquired a new stake in iShares S&P Natnl AMT – Free Munpl Bd Fd (NYSEARCA:MUB) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 24,203 shares of the exchange traded fund’s stock, valued at approximately $2,680,000. iShares S&P Natnl AMT – Free Munpl Bd Fd makes up 1.5% of White Lighthouse Investment Management Inc.’s investment portfolio, making the stock its 16th biggest position.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Boston Standard Wealth Management LLC grew its position in iShares S&P Natnl AMT – Free Munpl Bd Fd by 11.4% during the 4th quarter. Boston Standard Wealth Management LLC now owns 34,288 shares of the exchange traded fund’s stock worth $3,797,000 after purchasing an additional 3,514 shares during the last quarter. Oak Point Wealth Management purchased a new position in iShares S&P Natnl AMT – Free Munpl Bd Fd during the 4th quarter worth $2,259,000. Moneywise Inc. lifted its stake in shares of iShares S&P Natnl AMT – Free Munpl Bd Fd by 10.6% in the 4th quarter. Moneywise Inc. now owns 43,149 shares of the exchange traded fund’s stock worth $4,778,000 after acquiring an additional 4,120 shares during the period. Confluence Investment Management LLC lifted its stake in shares of iShares S&P Natnl AMT – Free Munpl Bd Fd by 2.6% in the 4th quarter. Confluence Investment Management LLC now owns 47,489 shares of the exchange traded fund’s stock worth $5,259,000 after acquiring an additional 1,212 shares during the period. Finally, Hefty Wealth Partners lifted its stake in shares of iShares S&P Natnl AMT – Free Munpl Bd Fd by 6.4% in the 4th quarter. Hefty Wealth Partners now owns 25,097 shares of the exchange traded fund’s stock worth $2,779,000 after acquiring an additional 1,499 shares during the period.

Shares of iShares S&P Natnl AMT – Free Munpl Bd Fd (MUB) opened at $108.82 on Friday. iShares S&P Natnl AMT – Free Munpl Bd Fd has a 52 week low of $107.62 and a 52 week high of $111.66.

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About iShares S&P Natnl AMT – Free Munpl Bd Fd

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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