American Portfolios Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

American Portfolios 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
2022 Q3	$122K	Buy	2,257 +1,029	+84%	+$58.3K	0.01%	1241
2022 Q2	$69.3K	Buy	1,228 +6	+0.5%	+$339	﹤0.01%	1590
2022 Q1	$71.1K	Buy	1,222 +3	+0.2%	+$181	﹤0.01%	1711
2021 Q4	$76K	Buy	1,219 +6	+0.5%	+$373	﹤0.01%	1663
2021 Q3	$75.3K	Buy	1,213 +5	+0.4%	+$313	﹤0.01%	1577
2021 Q2	$75.7K	Buy	1,208 +5	+0.4%	+$313	﹤0.01%	1522
2021 Q1	$74.8K	Buy	1,203 +3	+0.3%	+$188	﹤0.01%	1429
2020 Q4	$75.4K	Hold	1,200	–	–	﹤0.01%	1265
2020 Q3	$74.9K	Hold	1,200	–	–	﹤0.01%	1180
2020 Q2	$74.6K	Hold	1,200	–	–	﹤0.01%	1128
2020 Q1	$72.6K	Hold	1,200	–	–	0.01%	1006
2019 Q4	$73.5K	Hold	1,200	–	–	0.01%	1202
2019 Q3	$73.5K	Hold	1,200	–	–	0.01%	1135
2019 Q2	$72.8K	Hold	1,200	–	–	0.01%	1119
2019 Q1	$71.5K	Hold	1,200	–	–	0.01%	1038
2018 Q4	$70.1K	Hold	1,200	–	–	0.01%	878
2018 Q3	$69.6K	Hold	1,200	–	–	0.01%	981
2018 Q2	$70.2K	Hold	1,200	–	–	0.01%	948
2018 Q1	$70K	Hold	1,200	–	–	0.01%	892
2017 Q4	$71K	Buy	+1,200	New	+$71K	0.01%	860

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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

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

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

American Portfolios Advisors's CMF Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares California Muni Bond ETF (CMF) stake by 84% in Q3 2022, buying an estimated $58.3K and bringing the position to 2,257 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #1241.

American Portfolios Advisors first reported a position in CMF in Q4 2017 and has held it in 20 quarters since. 193 funds tracked by Wall St. Rank hold CMF as of Q3 2022.

American Portfolios Advisors held 2,257 shares of iShares California Muni Bond ETF worth $122K as of Q3 2022.
American Portfolios Advisors bought 1,029 iShares California Muni Bond ETF shares in Q3 2022, an estimated $58.3K.
iShares California Muni Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1241 holding.
American Portfolios Advisors first reported a position in iShares California Muni Bond ETF in Q4 2017 and has held it in 20 quarters since.
193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.