SteelPeak Wealth LLC Has $2.71 Million Stock Position in iShares California Muni Bond ETF $CMF

SteelPeak Wealth LLC lowered its position in iShares California Muni Bond ETF (NYSEARCA:CMF) by 20.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 47,517 shares of the company’s stock after selling 12,348 shares during the quarter. SteelPeak Wealth LLC owned 0.08% of iShares California Muni Bond ETF worth $2,710,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. Golden State Equity Partners acquired a new position in shares of iShares California Muni Bond ETF in the third quarter valued at $202,000. Mattern Capital Management LLC increased its holdings in iShares California Muni Bond ETF by 8.3% in the 3rd quarter. Mattern Capital Management LLC now owns 12,423 shares of the company’s stock valued at $709,000 after buying an additional 948 shares during the period. Warren Street Wealth Advisors LLC raised its stake in shares of iShares California Muni Bond ETF by 1.1% in the 3rd quarter. Warren Street Wealth Advisors LLC now owns 57,204 shares of the company’s stock valued at $3,263,000 after buying an additional 611 shares in the last quarter. Sowell Financial Services LLC raised its stake in shares of iShares California Muni Bond ETF by 7.9% in the 3rd quarter. Sowell Financial Services LLC now owns 4,150 shares of the company’s stock valued at $237,000 after buying an additional 304 shares in the last quarter. Finally, Apella Capital LLC lifted its holdings in shares of iShares California Muni Bond ETF by 8.6% during the 3rd quarter. Apella Capital LLC now owns 59,667 shares of the company’s stock worth $3,430,000 after acquiring an additional 4,722 shares during the period.

iShares California Muni Bond ETF Trading Up 0.1%

Shares of iShares California Muni Bond ETF stock opened at $57.50 on Friday. The firm’s 50-day simple moving average is $57.45 and its 200-day simple moving average is $56.61. iShares California Muni Bond ETF has a twelve month low of $53.61 and a twelve month high of $57.70.

iShares California Muni Bond ETF Company 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.