Avantax Planning Partners Inc. Reduces Stock Position in iShares California Muni Bond ETF (NYSEARCA:CMF)

Avantax Planning Partners Inc. cut its stake in iShares California Muni Bond ETF (NYSEARCA:CMF) by 4.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,616 shares of the company’s stock after selling 580 shares during the period. Avantax Planning Partners Inc.’s holdings in iShares California Muni Bond ETF were worth $665,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Charles Schwab Investment Management Inc. lifted its holdings in iShares California Muni Bond ETF by 37.9% in the third quarter. Charles Schwab Investment Management Inc. now owns 13,245,170 shares of the company’s stock worth $769,677,000 after buying an additional 3,640,060 shares during the period. FMR LLC lifted its holdings in iShares California Muni Bond ETF by 4.6% in the third quarter. FMR LLC now owns 5,909,686 shares of the company’s stock worth $343,412,000 after buying an additional 261,806 shares during the period. EP Wealth Advisors LLC lifted its holdings in iShares California Muni Bond ETF by 2.8% in the third quarter. EP Wealth Advisors LLC now owns 1,309,215 shares of the company’s stock worth $76,078,000 after buying an additional 35,505 shares during the period. Bailard Inc. lifted its holdings in iShares California Muni Bond ETF by 25.1% in the fourth quarter. Bailard Inc. now owns 1,063,062 shares of the company’s stock worth $60,892,000 after buying an additional 213,617 shares during the period. Finally, Life Planning Partners Inc lifted its holdings in iShares California Muni Bond ETF by 6,321.2% in the fourth quarter. Life Planning Partners Inc now owns 477,543 shares of the company’s stock worth $27,354,000 after buying an additional 470,106 shares during the period.

iShares California Muni Bond ETF Stock Performance

Shares of CMF opened at $56.83 on Wednesday. iShares California Muni Bond ETF has a one year low of $56.32 and a one year high of $58.18. The company has a 50-day simple moving average of $56.96 and a two-hundred day simple moving average of $57.38.

iShares California Muni Bond ETF Company 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.