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

Arkadios 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
Q3 		– Sell
-4,202
Closed -$263K – 1892
2021
Q2 		$263K Buy
4,202
+17
+0.4% +$1.06K 0.03% 475
2021
Q1 		$260K Buy
+4,185
New +$262K 0.04% 367

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Arkadios Wealth Advisors's CMF Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q3 2021, closing a stake of 4,202 shares — an estimated $263K sold.

Arkadios Wealth Advisors first reported a position in CMF in Q1 2021 and held it in 2 quarters. The position peaked at $263K in Q2 2021. 189 funds tracked by Wall St. Rank hold CMF as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,202 iShares California Muni Bond ETF shares in Q3 2021, an estimated $263K.
  • Arkadios Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q1 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's iShares California Muni Bond ETF position peaked at $263K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.