Compound Planning Inc. Boosts Stock Holdings in iShares California Muni Bond ETF $CMF

Compound Planning Inc. raised its stake in iShares California Muni Bond ETF (NYSEARCA:CMF) by 17.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 78,994 shares of the company’s stock after acquiring an additional 11,806 shares during the period. Compound Planning Inc.’s holdings in iShares California Muni Bond ETF were worth $4,506,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in CMF. Sherman Asset Management Inc. grew its position in shares of iShares California Muni Bond ETF by 5.1% during the second quarter. Sherman Asset Management Inc. now owns 3,744 shares of the company’s stock valued at $209,000 after purchasing an additional 181 shares in the last quarter. Instrumental Wealth LLC increased its stake in iShares California Muni Bond ETF by 1.4% in the 3rd quarter. Instrumental Wealth LLC now owns 13,118 shares of the company’s stock worth $754,000 after acquiring an additional 182 shares during the last quarter. SimpliFi Inc. raised its holdings in shares of iShares California Muni Bond ETF by 0.8% during the 3rd quarter. SimpliFi Inc. now owns 26,035 shares of the company’s stock worth $1,485,000 after acquiring an additional 199 shares in the last quarter. Avantax Planning Partners Inc. raised its holdings in shares of iShares California Muni Bond ETF by 2.1% during the 3rd quarter. Avantax Planning Partners Inc. now owns 10,478 shares of the company’s stock worth $598,000 after acquiring an additional 212 shares in the last quarter. Finally, Greykasell Wealth Strategies Inc. boosted its position in shares of iShares California Muni Bond ETF by 1.5% during the 2nd quarter. Greykasell Wealth Strategies Inc. now owns 14,621 shares of the company’s stock valued at $815,000 after acquiring an additional 213 shares during the last quarter.

iShares California Muni Bond ETF Price Performance

CMF stock opened at $58.24 on Tuesday. The firm has a fifty day moving average price of $57.75 and a 200 day moving average price of $57.23. iShares California Muni Bond ETF has a fifty-two week low of $53.61 and a fifty-two week high of $58.27.

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.