CA
CMF icon

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

Cetera 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
2024
Q1 		$678K Buy
+11,790
New +$680K 0.01% 1405
2019
Q2 		– Sell
-1,970
Closed -$118K – 964
2019
Q1 		$118K Buy
+1,970
New +$116K 0.01% 875

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Cetera Advisors's CMF Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares California Muni Bond ETF (CMF) in Q1 2024: 11,790 shares worth $678K. The stake represents 0.01% of the portfolio and ranks #1405 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in CMF as recently as Q1 2019.

Cetera Advisors first reported a position in CMF in Q1 2019 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold CMF as of Q1 2024.

  • Cetera Advisors held 11,790 shares of iShares California Muni Bond ETF worth $678K as of Q1 2024.
  • iShares California Muni Bond ETF was a new Cetera Advisors position in Q1 2024.
  • iShares California Muni Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1405 holding.
  • Cetera Advisors first reported a position in iShares California Muni Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.