Heartwood Wealth Advisors LLC Has $10.01 Million Stock Holdings in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Heartwood Wealth Advisors LLC lifted its holdings in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB) by 3.5% in the third quarter, according to its most recent filing with the SEC. The firm owned 94,255 shares of the company’s stock after acquiring an additional 3,169 shares during the period. iShares Short-Term National Muni Bond ETF makes up about 1.1% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 25th biggest position. Heartwood Wealth Advisors LLC owned 0.11% of iShares Short-Term National Muni Bond ETF worth $10,009,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Red Tortoise LLC boosted its stake in shares of iShares Short-Term National Muni Bond ETF by 3.2% in the 1st quarter. Red Tortoise LLC now owns 4,162 shares of the company’s stock valued at $436,000 after purchasing an additional 129 shares in the last quarter. Godshalk Welsh Capital Management Inc. grew its stake in iShares Short-Term National Muni Bond ETF by 1.5% during the second quarter. Godshalk Welsh Capital Management Inc. now owns 10,350 shares of the company’s stock worth $1,082,000 after buying an additional 150 shares during the last quarter. Graypoint LLC increased its holdings in shares of iShares Short-Term National Muni Bond ETF by 4.3% during the first quarter. Graypoint LLC now owns 3,643 shares of the company’s stock worth $382,000 after buying an additional 151 shares in the last quarter. Foster & Motley Inc. raised its stake in shares of iShares Short-Term National Muni Bond ETF by 3.4% in the second quarter. Foster & Motley Inc. now owns 4,905 shares of the company’s stock valued at $513,000 after acquiring an additional 160 shares during the last quarter. Finally, ARK & TLK Investments LLC boosted its holdings in shares of iShares Short-Term National Muni Bond ETF by 1.3% in the 2nd quarter. ARK & TLK Investments LLC now owns 16,053 shares of the company’s stock worth $1,678,000 after acquiring an additional 200 shares in the last quarter.

iShares Short-Term National Muni Bond ETF Stock Performance

NYSEARCA SUB opened at $105.98 on Tuesday. The stock’s 50 day simple moving average is $105.82 and its 200 day simple moving average is $105.02. iShares Short-Term National Muni Bond ETF has a one year low of $102.72 and a one year high of $106.30.

iShares Short-Term National Muni Bond ETF Company Profile

iShares 2016 AMT-Free Muni Term ETF, formerly iShares S&P Short Term National AMT-Free Municipal Bond Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Short Term National AMT-Free Municipal Bond Index (the Index).