iShares California Muni Bond ETF $CMF Stock: Values Added Financial LLC Boosts Stake

Values Added Financial LLC increased its holdings in iShares California Muni Bond ETF (NYSEARCA:CMF) by 123.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 39,465 shares of the company’s stock after buying an additional 21,838 shares during the period. Values Added Financial LLC’s holdings in iShares California Muni Bond ETF were worth $2,136,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of CMF. Wealthfront Advisers LLC lifted its holdings in iShares California Muni Bond ETF by 21.3% in the first quarter. Wealthfront Advisers LLC now owns 6,199,721 shares of the company’s stock worth $352,516,000 after acquiring an additional 1,089,990 shares during the last quarter. Cliftonlarsonallen Wealth Advisors LLC acquired a new position in iShares California Muni Bond ETF in the third quarter valued at approximately $9,490,000. Wedmont Private Capital boosted its stake in iShares California Muni Bond ETF by 70.8% in the third quarter. Wedmont Private Capital now owns 242,626 shares of the company’s stock valued at $13,102,000 after acquiring an additional 100,574 shares during the period. Envestnet Asset Management Inc. boosted its stake in iShares California Muni Bond ETF by 9.5% in the second quarter. Envestnet Asset Management Inc. now owns 1,118,263 shares of the company’s stock valued at $64,457,000 after acquiring an additional 97,204 shares during the period. Finally, West Wealth Group LLC grew its holdings in shares of iShares California Muni Bond ETF by 23.8% during the third quarter. West Wealth Group LLC now owns 476,540 shares of the company’s stock valued at $25,790,000 after purchasing an additional 91,710 shares during the last quarter.

iShares California Muni Bond ETF Stock Up 0.1%

NYSEARCA:CMF opened at $55.64 on Friday. The stock has a 50 day moving average of $55.12 and a 200-day moving average of $56.78. iShares California Muni Bond ETF has a 52 week low of $53.62 and a 52 week high of $58.44.

iShares California Muni Bond ETF Profile

iShares California AMT-Free Muni Bond ETF (the Fund), formerly iShares S&P California AMT-Free Municipal Bond Fund, is an exchange-traded fund (ETF). The Fund seeks to track the investment results of the S&P California AMT-Free Municipal Bond Index (the Index), which measures the performance of the investment-grade segment of the California municipal bond market and the components primarily include transportation and utilities companies. The Index is a subset of the S&P National AMT-Free Municipal Bond Index and is consists of municipal bonds issued in the State of California.