Exencial Wealth Advisors LLC Increases Stock Holdings in iShares California Muni Bond ETF (NYSEARCA:CMF)

Exencial Wealth Advisors LLC raised its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF) by 6.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,406 shares of the company’s stock after purchasing an additional 250 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares California Muni Bond ETF were worth $252,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Charles Schwab Investment Management Inc. grew its position in iShares California Muni Bond ETF by 37.9% during the third quarter. Charles Schwab Investment Management Inc. now owns 13,245,170 shares of the company’s stock valued at $769,677,000 after buying an additional 3,640,060 shares during the period. FMR LLC boosted its stake in shares of iShares California Muni Bond ETF by 4.6% during the 3rd quarter. FMR LLC now owns 5,909,686 shares of the company’s stock worth $343,412,000 after acquiring an additional 261,806 shares during the last quarter. EP Wealth Advisors LLC boosted its stake in shares of iShares California Muni Bond ETF by 2.8% during the 3rd quarter. EP Wealth Advisors LLC now owns 1,309,215 shares of the company’s stock worth $76,078,000 after acquiring an additional 35,505 shares during the last quarter. Bailard Inc. grew its position in shares of iShares California Muni Bond ETF by 25.1% during the 4th quarter. Bailard Inc. now owns 1,063,062 shares of the company’s stock valued at $60,892,000 after acquiring an additional 213,617 shares during the period. Finally, Life Planning Partners Inc increased its stake in shares of iShares California Muni Bond ETF by 6,321.2% in the 4th quarter. Life Planning Partners Inc now owns 477,543 shares of the company’s stock worth $27,354,000 after purchasing an additional 470,106 shares in the last quarter.

iShares California Muni Bond ETF Stock Down 0.3 %

Shares of iShares California Muni Bond ETF stock opened at $56.90 on Friday. The stock’s fifty day moving average is $56.98 and its 200 day moving average is $57.40. iShares California Muni Bond ETF has a one year low of $56.32 and a one year high of $58.18.

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.