EP Wealth Advisors LLC Grows Position in iShares California Muni Bond ETF (NYSEARCA:CMF)

EP Wealth Advisors LLC raised its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF) by 191.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,266,277 shares of the company’s stock after buying an additional 831,444 shares during the quarter. iShares California Muni Bond ETF comprises 0.9% of EP Wealth Advisors LLC’s portfolio, making the stock its 23rd biggest holding. EP Wealth Advisors LLC’s holdings in iShares California Muni Bond ETF were worth $73,368,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of CMF. WealthShield Partners LLC purchased a new stake in iShares California Muni Bond ETF during the 4th quarter valued at about $35,000. GAMMA Investing LLC acquired a new position in shares of iShares California Muni Bond ETF in the 4th quarter valued at about $35,000. AdvisorNet Financial Inc acquired a new position in shares of iShares California Muni Bond ETF in the 4th quarter valued at about $72,000. Tidemark LLC acquired a new position in shares of iShares California Muni Bond ETF in the 4th quarter valued at about $104,000. Finally, Spire Wealth Management acquired a new position in shares of iShares California Muni Bond ETF in the 4th quarter valued at about $150,000.

iShares California Muni Bond ETF Stock Performance

Shares of CMF stock traded up $0.10 on Friday, hitting $57.26. The company had a trading volume of 111,163 shares, compared to its average volume of 211,321. The company has a 50-day moving average price of $56.85 and a 200-day moving average price of $57.34. iShares California Muni Bond ETF has a twelve month low of $53.92 and a twelve month high of $58.09.

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.