Heartwood Wealth Advisors LLC lifted its holdings in shares of iShares National Muni Bond ETF ( NYSEARCA:MUB – Get Rating ) by 7.1% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 92,049 shares of the exchange traded fund's stock after buying an additional 6,077 shares during the period. iShares National Muni Bond ETF comprises about 1.5% of Heartwood Wealth Advisors LLC's portfolio, making the stock its 22nd biggest holding. Heartwood Wealth Advisors LLC's holdings in iShares National Muni Bond ETF were worth $9,917,000 at the end of the most recent quarter.
https://www.dailypolitical.com/2023/06/24/heartwood-wealth-advisors-llc-has-9-92-million-stock-position-in-ishares-national-muni-bond-etf-nysearcamub.html#dailypolitical
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