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Aaron Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Aaron Wealth Advisors’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
Q1 		– Sell
-23,029
Closed -$1.45M – 153
2020
Q4 		$1.45M Buy
+23,029
New +$1.44M 0.53% 39

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Aaron Wealth Advisors's CMF Position: Q1 2021 in Review

Aaron Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2021, closing a stake of 23,029 shares — an estimated $1.45M sold.

Aaron Wealth Advisors first reported a position in CMF in Q4 2020 and held it in 1 quarter. The position peaked at $1.45M in Q4 2020. 182 funds tracked by Wall St. Rank hold CMF as of Q1 2021.

  • Aaron Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Aaron Wealth Advisors sold 23,029 iShares California Muni Bond ETF shares in Q1 2021, an estimated $1.45M.
  • Aaron Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • Aaron Wealth Advisors's iShares California Muni Bond ETF position peaked at $1.45M in Q4 2020.
  • 182 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2021.

Based on Aaron Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.