Graypoint LLC Acquires 631 Shares of iShares Short-Term National Muni Bond ETF

On January 12, 2025, it was reported that Graypoint LLC has increased its investment in the iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB) by 11.8% in the fourth quarter. Following this acquisition, Graypoint LLC now holds a total of 5,963 shares of this exchange-traded fund (ETF) after purchasing an additional 631 shares during the quarter. According to the latest filings with the Securities and Exchange Commission (SEC), the value of Graypoint LLC's holdings in the iShares Short-Term National Muni Bond ETF reached approximately $629,000.

Other institutional investors have also been active with their stakes in the ETF. For instance, Transcendent Capital Group LLC increased its position in the fund by 17.4% during the third quarter. This entity now owns 687 shares valued at $73,000 after acquiring an additional 102 shares. Similarly, Godshalk Welsh Capital Management Inc. raised its shareholdings by 1.5% in the second quarter, accumulating a total of 10,350 shares valued at around $1,082,000 after buying another 150 shares.

Vaughan Nelson Investment Management L.P. also saw growth in its holdings, increasing its investment by 3.6% in the third quarter, bringing their total to 6,766 shares worth $718,000 after purchasing an additional 235 shares. In an impressive move, Avior Wealth Management LLC expanded its stake significantly by 1,955.0% during the same quarter, now holding 411 shares valued at $44,000 after an addition of 391 shares. Finally, Tsfg LLC raised its stake by 13.6% in the third quarter, with a total of 3,324 shares now valued at $353,000 after they also purchased 399 more shares during that time.

Stock Performance of iShares Short-Term National Muni Bond ETF

As of latest market data, the iShares Short-Term National Muni Bond ETF opened at $105.35. Over the past twelve months, the ETF has had a low of $103.53 and a high of $106.30. Moving averages show a 50-day average of $105.51 and a 200-day average of $105.54, indicating slight fluctuations in its trading price.

Overview of iShares Short-Term National Muni Bond ETF

The iShares Short-Term National Muni Bond ETF, previously known as the iShares S&P Short Term National AMT-Free Municipal Bond Fund, aims to replicate the performance, in terms of price and yield, of the S&P Short Term National AMT-Free Municipal Bond Index. This fund offers investors exposure to short-term municipal bonds that are exempt from federal income taxes.

Graypoint, ETF, Investment