Bank of Stockton Trims Holdings in iShares California Muni Bond ETF (NYSEARCA:CMF)

Bank of Stockton trimmed its position in iShares California Muni Bond ETF (NYSEARCA:CMF) by 3.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,797 shares of the company’s stock after selling 2,516 shares during the period. iShares California Muni Bond ETF comprises about 1.4% of Bank of Stockton’s investment portfolio, making the stock its 14th largest position. Bank of Stockton owned about 0.16% of iShares California Muni Bond ETF worth $4,513,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mattern Capital Management LLC lifted its holdings in shares of iShares California Muni Bond ETF by 9.3% during the 4th quarter. Mattern Capital Management LLC now owns 12,326 shares of the company’s stock worth $706,000 after acquiring an additional 1,049 shares during the period. Werba Rubin Papier Wealth Management lifted its holdings in shares of iShares California Muni Bond ETF by 50.2% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 22,638 shares of the company’s stock worth $1,297,000 after acquiring an additional 7,570 shares during the period. Global Retirement Partners LLC lifted its holdings in shares of iShares California Muni Bond ETF by 37.8% during the 4th quarter. Global Retirement Partners LLC now owns 3,647 shares of the company’s stock worth $209,000 after acquiring an additional 1,000 shares during the period. Atlas Legacy Advisors LLC purchased a new position in shares of iShares California Muni Bond ETF during the 4th quarter worth about $2,174,000. Finally, Davidson Investment Advisors lifted its holdings in shares of iShares California Muni Bond ETF by 5.1% during the 4th quarter. Davidson Investment Advisors now owns 11,669 shares of the company’s stock worth $668,000 after acquiring an additional 569 shares during the period.

iShares California Muni Bond ETF Trading Up 0.1 %

Shares of CMF stock opened at $56.94 on Friday. iShares California Muni Bond ETF has a 1-year low of $56.32 and a 1-year high of $58.18. The firm’s 50-day simple moving average is $56.99 and its 200-day simple moving average is $57.43.

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.