14,940 iShares California Muni Bond ETF $CMF Shares Sold by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC trimmed its stake in iShares California Muni Bond ETF (NYSEARCA:CMF) by 66.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,422 shares of the company’s stock after selling 14,940 shares during the quarter. WealthPlan Investment Management LLC’s holdings in iShares California Muni Bond ETF were worth $402,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of CMF. Thryve Wealth Management LLC bought a new position in iShares California Muni Bond ETF in the 4th quarter worth about $5,830,000. Wedmont Private Capital grew its position in iShares California Muni Bond ETF by 70.8% during the 3rd quarter. Wedmont Private Capital now owns 242,626 shares of the company’s stock valued at $13,102,000 after purchasing an additional 100,574 shares during the last quarter. Fifth Third Bancorp purchased a new stake in iShares California Muni Bond ETF during the 1st quarter valued at about $3,980,000. Boltwood Capital Management bought a new stake in iShares California Muni Bond ETF during the 3rd quarter valued at about $807,000. Finally, Maloon Powers Pitre Higgins & Dennehy LLC bought a new stake in iShares California Muni Bond ETF during the 2nd quarter valued at about $1,585,000.

iShares California Muni Bond ETF Stock Up 0.1%

iShares California Muni Bond ETF stock traded up $0.03 during trading hours on Friday, hitting $54.82. The stock had a trading volume of 2,537,245 shares, compared to its average volume of 847,947. iShares California Muni Bond ETF has a 12-month low of $53.62 and a 12-month high of $58.44. The stock’s 50-day moving average price is $55.36 and its 200-day moving average price is $56.53.

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.