AFA
CMF icon

Arlington Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Arlington Financial 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
2023
Q2 		– Sell
-4,902
Closed -$281K – 60
2023
Q1 		$281K Buy
+4,902
New +$279K 0.11% 52

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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arlington Financial Advisors's CMF Position: Q2 2023 in Review

Arlington Financial Advisors sold out of iShares California Muni Bond ETF (CMF) in Q2 2023, closing a stake of 4,902 shares — an estimated $281K sold.

Arlington Financial Advisors first reported a position in CMF in Q1 2023 and held it in 1 quarter. The position peaked at $281K in Q1 2023. 205 funds tracked by Wall St. Rank hold CMF as of Q2 2023.

  • Arlington Financial Advisors reported no remaining iShares California Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Arlington Financial Advisors sold 4,902 iShares California Muni Bond ETF shares in Q2 2023, an estimated $281K.
  • Arlington Financial Advisors first reported a position in iShares California Muni Bond ETF in Q1 2023 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares California Muni Bond ETF position peaked at $281K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2023.

Based on Arlington Financial Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.