20/20 Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

20/20 Capital Management’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$229K	Hold	3,656	–	–	0.06%	152
2021 Q1	$227K	Hold	3,656	–	–	0.07%	146
2020 Q4	$230K	Hold	3,656	–	–	0.07%	151
2020 Q3	$228K	Hold	3,656	–	–	0.09%	135
2020 Q2	$231K	Hold	3,656	–	–	0.09%	126
2020 Q1	$223K	Hold	3,656	–	–	0.1%	131
2019 Q4	$227K	Buy	+3,656	New	+$224K	0.09%	135

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

20/20 Capital Management's CMF Position: Q2 2021 in Review

20/20 Capital Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2021 at 3,656 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #152.

20/20 Capital Management first reported a position in CMF in Q4 2019 and has held it in 7 quarters since. The position peaked at $231K in Q2 2020. 188 funds tracked by Wall St. Rank hold CMF as of Q2 2021.

20/20 Capital Management held 3,656 shares of iShares California Muni Bond ETF worth $229K as of Q2 2021.
20/20 Capital Management left its iShares California Muni Bond ETF share count unchanged in Q2 2021.
iShares California Muni Bond ETF made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #152 holding.
20/20 Capital Management first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's iShares California Muni Bond ETF position peaked at $231K in Q2 2020.
188 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.