B. Riley Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

B. Riley Wealth Management’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 Q2	–	Sell	-4,842	Closed	-$282K	–	768
2022 Q1	$282K	Sell	4,842 -316	-6%	-$19K	0.02%	469
2021 Q4	$322K	Sell	5,158 -46	-0.9%	-$2.86K	0.02%	451
2021 Q3	$323K	Buy	+5,204	New	+$326K	0.02%	439
2020 Q3	–	Sell	-351,204	Closed	-$21M	–	431
2020 Q2	$21M	Buy	351,204 +338,508	+2,666%	+$20.7M	2.31%	5
2020 Q1	$768K	Sell	12,696 -4,114	-24%	-$252K	0.08%	209
2019 Q4	$1.03M	Sell	16,810 -500	-3%	-$30.6K	0.15%	142
2019 Q3	$1.06M	Hold	17,310	–	–	0.19%	125
2019 Q2	$1.05K	Sell	17,310 -45	-0.3%	-$2.7K	0.16%	127
2019 Q1	$1.03M	Buy	17,355 +2,403	+16%	+$141K	0.18%	133
2018 Q4	$874K	Buy	14,952 +7,837	+110%	+$451K	0.18%	125
2018 Q3	$413K	Buy	+7,115	New	+$416K	0.1%	170

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

B. Riley Wealth Management's CMF Position: Q2 2022 in Review

B. Riley Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2022, closing a stake of 4,842 shares — an estimated $282K sold.

B. Riley Wealth Management first reported a position in CMF in Q3 2018 and held it in 11 quarters. The position peaked at $21M in Q2 2020. 190 funds tracked by Wall St. Rank hold CMF as of Q2 2022.

B. Riley Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 4,842 iShares California Muni Bond ETF shares in Q2 2022, an estimated $282K.
B. Riley Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2018 and held it in 11 quarters.
B. Riley Wealth Management's iShares California Muni Bond ETF position peaked at $21M in Q2 2020.
190 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.