Perennial Investment Advisors LLC Has $969,000 Position in iShares California Muni Bond ETF $CMF

Perennial Investment Advisors LLC raised its holdings in iShares California Muni Bond ETF (NYSEARCA:CMF) by 128.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,982 shares of the company’s stock after acquiring an additional 9,549 shares during the quarter. Perennial Investment Advisors LLC’s holdings in iShares California Muni Bond ETF were worth $969,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. AQR Capital Management LLC increased its holdings in iShares California Muni Bond ETF by 35.8% in the first quarter. AQR Capital Management LLC now owns 8,556 shares of the company’s stock valued at $482,000 after purchasing an additional 2,256 shares during the last quarter. Crestwood Advisors Group LLC acquired a new position in shares of iShares California Muni Bond ETF during the 2nd quarter worth about $584,000. Atlas Legacy Advisors LLC increased its stake in shares of iShares California Muni Bond ETF by 449.7% in the 2nd quarter. Atlas Legacy Advisors LLC now owns 203,783 shares of the company’s stock valued at $11,359,000 after acquiring an additional 166,711 shares during the last quarter. Bailard Inc. increased its stake in shares of iShares California Muni Bond ETF by 16.7% in the 2nd quarter. Bailard Inc. now owns 1,344,831 shares of the company’s stock valued at $74,961,000 after acquiring an additional 192,697 shares during the last quarter. Finally, Empower Advisory Group LLC raised its position in shares of iShares California Muni Bond ETF by 7.6% in the 2nd quarter. Empower Advisory Group LLC now owns 27,495 shares of the company’s stock valued at $1,533,000 after acquiring an additional 1,932 shares during the period.

iShares California Muni Bond ETF Stock Performance

Shares of NYSEARCA CMF opened at $57.73 on Friday. iShares California Muni Bond ETF has a 52-week low of $53.61 and a 52-week high of $58.44. The firm has a 50 day moving average price of $57.88 and a 200 day moving average price of $57.36.

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.