Certus Wealth Management LLC Grows Stake in iShares California Muni Bond ETF (NYSEARCA:CMF)

Certus Wealth Management LLC increased its holdings in iShares California Muni Bond ETF (NYSEARCA:CMF) by 9.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 140,006 shares of the company’s stock after buying an additional 12,176 shares during the quarter. iShares California Muni Bond ETF comprises 5.3% of Certus Wealth Management LLC’s portfolio, making the stock its 6th largest holding. Certus Wealth Management LLC owned about 0.29% of iShares California Muni Bond ETF worth $7,978,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in CMF. Charles Schwab Investment Management Inc. grew its stake in shares of 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 purchasing an additional 3,640,060 shares in the last quarter. Cerity Partners LLC grew its position in iShares California Muni Bond ETF by 1.1% in the 3rd quarter. Cerity Partners LLC now owns 131,129 shares of the company’s stock valued at $7,620,000 after buying an additional 1,475 shares in the last quarter. Kingsview Wealth Management LLC increased its stake in iShares California Muni Bond ETF by 3.8% during the 3rd quarter. Kingsview Wealth Management LLC now owns 5,784 shares of the company’s stock valued at $336,000 after buying an additional 212 shares during the period. Larson Financial Group LLC raised its position in shares of iShares California Muni Bond ETF by 100.0% during the 3rd quarter. Larson Financial Group LLC now owns 1,500 shares of the company’s stock worth $87,000 after buying an additional 750 shares in the last quarter. Finally, Bank of Montreal Can raised its position in shares of iShares California Muni Bond ETF by 4.4% during the 3rd quarter. Bank of Montreal Can now owns 143,977 shares of the company’s stock worth $8,375,000 after buying an additional 6,030 shares in the last quarter.

iShares California Muni Bond ETF Trading Down 0.0 %

iShares California Muni Bond ETF stock opened at $56.57 on Thursday. iShares California Muni Bond ETF has a 12-month low of $56.32 and a 12-month high of $58.18. The firm has a 50 day simple moving average of $56.89 and a 200-day simple moving average of $57.34.

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.