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Clear Creek Financial Management’s iShares California Muni Bond ETF CMF Stock Holding History

Clear Creek Financial Management’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
Q4 		– Sell
-225,536
Closed -$14.1M – 302
2020
Q3 		$14.1M Buy
+225,536
New +$14.1M 0.64% 34

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
NFG
NewFocus Financial Group Vancouver, Washington $340M AUM 17.91% 1-Year Est. Return

Clear Creek Financial Management's CMF Position: Q4 2020 in Review

Clear Creek Financial Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2020, closing a stake of 225,536 shares — an estimated $14.1M sold.

Clear Creek Financial Management first reported a position in CMF in Q3 2020 and held it in 1 quarter. The position peaked at $14.1M in Q3 2020. 176 funds tracked by Wall St. Rank hold CMF as of Q4 2020.

  • Clear Creek Financial Management reported no remaining iShares California Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 225,536 iShares California Muni Bond ETF shares in Q4 2020, an estimated $14.1M.
  • Clear Creek Financial Management first reported a position in iShares California Muni Bond ETF in Q3 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's iShares California Muni Bond ETF position peaked at $14.1M in Q3 2020.
  • 176 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2020.

Based on Clear Creek Financial Management's 13F filing for Q4 2020, filed 12 Feb 2021.