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

BDO 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 Q1	–	Sell	-860	Closed	-$54K	–	1173
2020 Q4	$54K	Hold	860	–	–	0.01%	342
2020 Q3	$54K	Hold	860	–	–	0.01%	324
2020 Q2	$53K	Hold	860	–	–	0.01%	320
2020 Q1	$52K	Hold	860	–	–	0.01%	329
2019 Q4	$53K	Hold	860	–	–	0.01%	294
2019 Q3	$53K	Hold	860	–	–	0.01%	303
2019 Q2	$52K	Hold	860	–	–	0.01%	302
2019 Q1	$51K	Buy	+860	New	+$50.5K	0.01%	277

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

BDO Wealth Advisors's CMF Position: Q1 2021 in Review

BDO Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2021, closing a stake of 860 shares — an estimated $54K sold.

BDO Wealth Advisors first reported a position in CMF in Q1 2019 and held it in 8 quarters. The position peaked at $54K in Q4 2020. 182 funds tracked by Wall St. Rank hold CMF as of Q1 2021.

BDO Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 860 iShares California Muni Bond ETF shares in Q1 2021, an estimated $54K.
BDO Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q1 2019 and held it in 8 quarters.
BDO Wealth Advisors's iShares California Muni Bond ETF position peaked at $54K in Q4 2020.
182 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.