Personal Financial Consultants Inc. ADV Decreases Holdings in iShares California Muni Bond ETF (CMF)

Personal Financial Consultants Inc. ADV lessened its stake in iShares California Muni Bond ETF (NYSEARCA:CMF) by 28.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,685 shares of the company’s stock after selling 8,869 shares during the quarter. iShares California Muni Bond ETF accounts for 1.1% of Personal Financial Consultants Inc. ADV’s investment portfolio, making the stock its 18th largest position. Personal Financial Consultants Inc. ADV owned approximately 0.12% of iShares California Muni Bond ETF worth $1,326,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Watermark Asset Management Inc. boosted its stake in shares of iShares California Muni Bond ETF by 430.8% during the 4th quarter. Watermark Asset Management Inc. now owns 483 shares of the company’s stock worth $28,000 after purchasing an additional 392 shares during the last quarter. Winfield Associates Inc. boosted its position in shares of iShares California Muni Bond ETF by 8.3% in the third quarter. Winfield Associates Inc. now owns 11,775 shares of the company’s stock worth $683,000 after acquiring an additional 900 shares during the last quarter. Parallel Advisors LLC boosted its position in shares of iShares California Muni Bond ETF by 25.7% in the third quarter. Parallel Advisors LLC now owns 6,330 shares of the company’s stock worth $367,000 after acquiring an additional 1,295 shares during the last quarter. Fisher Asset Management LLC boosted its position in shares of iShares California Muni Bond ETF by 18.8% in the fourth quarter. Fisher Asset Management LLC now owns 10,930 shares of the company’s stock worth $639,000 after acquiring an additional 1,729 shares during the last quarter. Finally, Boltwood Capital Management raised its holdings in iShares California Muni Bond ETF by 3.1% in the fourth quarter. Boltwood Capital Management now owns 59,370 shares of the company’s stock valued at $3,469,000 after buying an additional 1,795 shares during the period.

CMF opened at $58.62 on Thursday. iShares California Muni Bond ETF has a 52-week low of $56.90 and a 52-week high of $58.78.

The company also recently disclosed a monthly dividend, which was paid on Thursday, February 7th. Stockholders of record on Monday, February 4th were paid a dividend of $0.1063 per share. The ex-dividend date of this dividend was Friday, February 1st. This represents a $1.28 dividend on an annualized basis and a dividend yield of 2.18%.

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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.

Further Reading: Quiet Period Expirations Explained

Institutional Ownership by Quarter for iShares California Muni Bond ETF (NYSEARCA:CMF)

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