iShares California Muni Bond ETF (NYSEARCA:CMF) Shares Purchased by Falcon Wealth Planning

Falcon Wealth Planning boosted its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF) by 95.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,004 shares of the company’s stock after acquiring an additional 4,393 shares during the period. Falcon Wealth Planning’s holdings in iShares California Muni Bond ETF were worth $516,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Charles Schwab Investment Management Inc. lifted its holdings in iShares California Muni Bond ETF by 37.9% during the 3rd 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 last quarter. FMR LLC lifted its stake in iShares California Muni Bond ETF by 4.6% during the third quarter. FMR LLC now owns 5,909,686 shares of the company’s stock worth $343,412,000 after purchasing an additional 261,806 shares during the last quarter. EP Wealth Advisors LLC lifted its stake in iShares California Muni Bond ETF by 2.8% during the third quarter. EP Wealth Advisors LLC now owns 1,309,215 shares of the company’s stock worth $76,078,000 after purchasing an additional 35,505 shares during the last quarter. Bailard Inc. increased its stake in iShares California Muni Bond ETF by 19.3% in the third quarter. Bailard Inc. now owns 849,445 shares of the company’s stock valued at $49,361,000 after purchasing an additional 137,348 shares during the last quarter. Finally, Raub Brock Capital Management LP raised its holdings in iShares California Muni Bond ETF by 1.0% during the fourth quarter. Raub Brock Capital Management LP now owns 411,400 shares of the company’s stock worth $23,565,000 after purchasing an additional 3,880 shares in the last quarter.

iShares California Muni Bond ETF Stock Performance

Shares of NYSEARCA:CMF opened at $56.99 on Wednesday. The firm has a 50 day simple moving average of $57.30 and a 200-day simple moving average of $57.48. iShares California Muni Bond ETF has a twelve month low of $56.32 and a twelve month high of $58.18.

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.