Thryve Wealth Management LLC Acquires New Position in iShares California Muni Bond ETF $CMF

Thryve Wealth Management LLC acquired a new position in iShares California Muni Bond ETF (NYSEARCA:CMF) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 101,461 shares of the company’s stock, valued at approximately $5,830,000. iShares California Muni Bond ETF makes up approximately 2.9% of Thryve Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Thryve Wealth Management LLC owned about 0.15% of iShares California Muni Bond ETF as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Affinity Capital Advisors LLC increased its holdings in shares of iShares California Muni Bond ETF by 5.6% in the 4th quarter. Affinity Capital Advisors LLC now owns 269,594 shares of the company’s stock worth $15,491,000 after buying an additional 14,208 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of iShares California Muni Bond ETF by 40.2% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 34,071 shares of the company’s stock valued at $1,943,000 after acquiring an additional 9,776 shares during the last quarter. Manhattan West Asset Management LLC lifted its holdings in shares of iShares California Muni Bond ETF by 3.9% in the 3rd quarter. Manhattan West Asset Management LLC now owns 350,973 shares of the company’s stock valued at $20,020,000 after acquiring an additional 13,112 shares during the last quarter. Sagespring Wealth Partners LLC bought a new position in shares of iShares California Muni Bond ETF in the 4th quarter valued at about $845,000. Finally, Values Added Financial LLC grew its position in iShares California Muni Bond ETF by 163.6% in the fourth quarter. Values Added Financial LLC now owns 33,665 shares of the company’s stock worth $1,934,000 after acquiring an additional 20,895 shares in the last quarter.

iShares California Muni Bond ETF Price Performance

Shares of NYSEARCA CMF opened at $57.50 on Friday. The business’s 50 day moving average is $57.23 and its two-hundred day moving average is $57.45. iShares California Muni Bond ETF has a 1-year low of $55.13 and a 1-year high of $58.44.

About iShares California Muni Bond ETF

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. The Index is a subset of the S&P National AMT-Free Municipal Bond Index and is consists of municipal bonds issued in the State of California.