Coastwise Capital Group’s iShares California Muni Bond ETF CMF Stock Holding History

Coastwise Capital Group’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 Q3	–	Sell	-3,818	Closed	-$217K	–	114
2023 Q2	$217K	Sell	3,818 -1,300	-25%	-$74.1K	0.25%	105
2023 Q1	$294K	Hold	5,118	–	–	0.34%	84
2022 Q4	$287K	Hold	5,118	–	–	0.34%	83
2022 Q3	$277K	Hold	5,118	–	–	0.44%	70
2022 Q2	$289K	Buy	+5,118	New	+$289K	0.35%	77

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coastwise Capital Group's CMF Position: Q3 2023 in Review

Coastwise Capital Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2023, closing a stake of 3,818 shares — an estimated $217K sold.

Coastwise Capital Group first reported a position in CMF in Q2 2022 and held it in 5 quarters. The position peaked at $294K in Q1 2023. 219 funds tracked by Wall St. Rank hold CMF as of Q3 2023.

Coastwise Capital Group reported no remaining iShares California Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Coastwise Capital Group sold 3,818 iShares California Muni Bond ETF shares in Q3 2023, an estimated $217K.
Coastwise Capital Group first reported a position in iShares California Muni Bond ETF in Q2 2022 and held it in 5 quarters.
Coastwise Capital Group's iShares California Muni Bond ETF position peaked at $294K in Q1 2023.
219 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2023.

Based on Coastwise Capital Group's 13F filing for Q3 2023, filed 13 Nov 2023.