Compound Planning Inc. Acquires 14,429 Shares of iShares California Muni Bond ETF $CMF

Compound Planning Inc. boosted its holdings in iShares California Muni Bond ETF (NYSEARCA:CMF) by 16.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 99,861 shares of the company’s stock after buying an additional 14,429 shares during the period. Compound Planning Inc.’s holdings in iShares California Muni Bond ETF were worth $5,678,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. EP Wealth Advisors LLC bought a new stake in shares of iShares California Muni Bond ETF in the fourth quarter valued at approximately $67,285,000. Wealthfront Advisers LLC increased its position in iShares California Muni Bond ETF by 29.1% during the fourth quarter. Wealthfront Advisers LLC now owns 5,109,731 shares of the company’s stock worth $293,605,000 after acquiring an additional 1,151,376 shares during the period. Jane Street Group LLC increased its position in iShares California Muni Bond ETF by 73.7% during the second quarter. Jane Street Group LLC now owns 1,792,639 shares of the company’s stock worth $99,922,000 after acquiring an additional 760,870 shares during the period. Charles Schwab Investment Management Inc. raised its stake in iShares California Muni Bond ETF by 9.1% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 8,440,029 shares of the company’s stock valued at $484,964,000 after purchasing an additional 703,735 shares during the last quarter. Finally, Bank of America Corp DE raised its stake in iShares California Muni Bond ETF by 40.0% during the 3rd quarter. Bank of America Corp DE now owns 1,640,770 shares of the company’s stock valued at $93,589,000 after purchasing an additional 468,664 shares during the last quarter.

iShares California Muni Bond ETF Price Performance

Shares of iShares California Muni Bond ETF stock opened at $56.47 on Friday. iShares California Muni Bond ETF has a fifty-two week low of $55.19 and a fifty-two week high of $58.44. The firm has a fifty day moving average price of $57.25 and a two-hundred day moving average price of $57.45.

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. 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.