Claraphi Advisory Network’s iShares California Muni Bond ETF CMF Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-524	Closed	-$32K	–	436
2020 Q1	$32K	Buy	+524	New	+$32.1K	0.02%	553
2019 Q4	–	Sell	-4,300	Closed	-$264K	–	223
2019 Q3	$264K	Buy	+4,300	New	+$263K	0.16%	146

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

MMA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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

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

Claraphi Advisory Network's CMF Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares California Muni Bond ETF (CMF) in Q2 2020, closing a stake of 524 shares — an estimated $32K sold.

Claraphi Advisory Network first reported a position in CMF in Q3 2019 and held it in 2 quarters. The position peaked at $264K in Q3 2019. 174 funds tracked by Wall St. Rank hold CMF as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares California Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 524 iShares California Muni Bond ETF shares in Q2 2020, an estimated $32K.
Claraphi Advisory Network first reported a position in iShares California Muni Bond ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares California Muni Bond ETF position peaked at $264K in Q3 2019.
174 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.