Buckingham Strategic Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$2.94M	Buy	51,750 +16,459	+47%	+$937K	0.03%	193
2024 Q1	$2.03M	Buy	35,291 +18,279	+107%	+$1.05M	0.02%	235
2023 Q4	$986K	Sell	17,012 -837	-5%	-$46.7K	0.01%	328
2023 Q3	$979K	Sell	17,849 -2,128	-11%	-$120K	0.01%	295
2023 Q2	$1.14M	Buy	19,977 +3,954	+25%	+$225K	0.02%	277
2023 Q1	$899K	Hold	16,023	–	–	0.02%	285
2022 Q4	$899K	Sell	16,023 -12,312	-43%	-$683K	0.02%	286
2022 Q3	$1.54M	Buy	28,335 +8,728	+45%	+$494K	0.03%	202
2022 Q2	$1.11M	Buy	+19,607	New	+$1.11M	0.02%	251

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Buckingham Strategic Wealth's CMF Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares California Muni Bond ETF (CMF) stake by 47% in Q2 2024, buying an estimated $937K and bringing the position to 51,750 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #193.

Buckingham Strategic Wealth first reported a position in CMF in Q2 2022 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold CMF as of Q2 2024.

Buckingham Strategic Wealth held 51,750 shares of iShares California Muni Bond ETF worth $2.94M as of Q2 2024.
Buckingham Strategic Wealth bought 16,459 iShares California Muni Bond ETF shares in Q2 2024, an estimated $937K.
iShares California Muni Bond ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #193 holding.
Buckingham Strategic Wealth first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.