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Ackerman Capital Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Ackerman Capital 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
2020
Q4 		– Sell
-4,246
Closed -$265K – 124
2020
Q3 		$265K Buy
4,246
+691
+19% +$43.2K 0.07% 91
2020
Q2 		$221K Buy
+3,555
New +$218K 0.07% 104

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Ameriprise
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NFG
NewFocus Financial Group Vancouver, Washington $340M AUM 17.91% 1-Year Est. Return

Ackerman Capital Advisors's CMF Position: Q4 2020 in Review

Ackerman Capital Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2020, closing a stake of 4,246 shares — an estimated $265K sold.

Ackerman Capital Advisors first reported a position in CMF in Q2 2020 and held it in 2 quarters. The position peaked at $265K in Q3 2020. 176 funds tracked by Wall St. Rank hold CMF as of Q4 2020.

  • Ackerman Capital Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 4,246 iShares California Muni Bond ETF shares in Q4 2020, an estimated $265K.
  • Ackerman Capital Advisors first reported a position in iShares California Muni Bond ETF in Q2 2020 and held it in 2 quarters.
  • Ackerman Capital Advisors's iShares California Muni Bond ETF position peaked at $265K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2020.

Based on Ackerman Capital Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.