Wealth Enhancement Advisory Services LLC Has $1.26 Million Holdings in iShares California Muni Bond ETF $CMF

Wealth Enhancement Advisory Services LLC lifted its position in iShares California Muni Bond ETF (NYSEARCA:CMF) by 162.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,076 shares of the company’s stock after acquiring an additional 13,675 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in iShares California Muni Bond ETF were worth $1,259,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CMF. Jane Street Group LLC lifted its stake in iShares California Muni Bond ETF by 73.7% in the 2nd 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 in the last quarter. Bailard Inc. increased its holdings in iShares California Muni Bond ETF by 16.7% in the second quarter. Bailard Inc. now owns 1,344,831 shares of the company’s stock worth $74,961,000 after buying an additional 192,697 shares during the last quarter. Facet Wealth Inc. raised its holdings in shares of iShares California Muni Bond ETF by 24.0% during the 2nd quarter. Facet Wealth Inc. now owns 1,278,713 shares of the company’s stock valued at $70,892,000 after purchasing an additional 247,805 shares in the last quarter. TIAA Trust National Association raised its holdings in iShares California Muni Bond ETF by 31.5% during the second quarter. TIAA Trust National Association now owns 732,028 shares of the company’s stock valued at $40,803,000 after buying an additional 175,539 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in shares of iShares California Muni Bond ETF by 10.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 519,514 shares of the company’s stock valued at $28,958,000 after acquiring an additional 50,276 shares in the last quarter.

iShares California Muni Bond ETF Price Performance

CMF opened at $57.90 on Monday. iShares California Muni Bond ETF has a 1-year low of $53.61 and a 1-year high of $57.93. The business has a 50 day moving average of $57.57 and a 200-day moving average of $56.93.

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.