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Carmel Capital Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-3,679
Closed -$202K – 246
2023
Q3 		$202K Buy
+3,679
New +$207K 0.09% 148
2023
Q2 		– Sell
-697
Closed -$40K – 437
2023
Q1 		$40K Buy
+697
New +$39.7K 0.02% 254

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carmel Capital Partners's CMF Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares California Muni Bond ETF (CMF) in Q4 2023, closing a stake of 3,679 shares — an estimated $202K sold.

Carmel Capital Partners first reported a position in CMF in Q1 2023 and held it in 2 quarters. The position peaked at $202K in Q3 2023. 247 funds tracked by Wall St. Rank hold CMF as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares California Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 3,679 iShares California Muni Bond ETF shares in Q4 2023, an estimated $202K.
  • Carmel Capital Partners first reported a position in iShares California Muni Bond ETF in Q1 2023 and held it in 2 quarters.
  • Carmel Capital Partners's iShares California Muni Bond ETF position peaked at $202K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.