Shira Ridge Wealth Management Raises Stake in iShares California Muni Bond ETF (NYSEARCA:CMF)

Shira Ridge Wealth Management lifted its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF) by 4.4% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 6,018 shares of the company’s stock after purchasing an additional 251 shares during the quarter. Shira Ridge Wealth Management’s holdings in iShares California Muni Bond ETF were worth $346,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of CMF. Charles Schwab Investment Advisory Inc. raised its position in shares of iShares California Muni Bond ETF by 22.7% during the 4th quarter. Charles Schwab Investment Advisory Inc. now owns 9,083,884 shares of the company’s stock valued at $526,320,000 after acquiring an additional 1,677,661 shares in the last quarter. EP Wealth Advisors LLC raised its position in shares of iShares California Muni Bond ETF by 191.2% during the 4th quarter. EP Wealth Advisors LLC now owns 1,266,277 shares of the company’s stock valued at $73,368,000 after acquiring an additional 831,444 shares in the last quarter. Raub Brock Capital Management LP acquired a new stake in shares of iShares California Muni Bond ETF during the 4th quarter valued at approximately $24,263,000. Financial Connections Group Inc. acquired a new stake in shares of iShares California Muni Bond ETF during the 4th quarter valued at approximately $15,499,000. Finally, Signature Estate & Investment Advisors LLC bought a new position in iShares California Muni Bond ETF during the 4th quarter worth $6,920,000.

iShares California Muni Bond ETF Price Performance

CMF traded up $0.16 during trading on Tuesday, reaching $56.81. 146,012 shares of the company were exchanged, compared to its average volume of 206,171. The firm has a 50 day moving average of $56.90 and a 200 day moving average of $57.33. iShares California Muni Bond ETF has a 52 week low of $53.92 and a 52 week high of $58.09.

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.