Dowling & Yahnke’s iShares California Muni Bond ETF CMF Stock Holding History

Dowling & Yahnke’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 Q1	–	Sell	-50	Closed	-$3K	–	296
2019 Q4	$3K	Buy	+50	New	+$3.06K	﹤0.01%	364

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dowling & Yahnke's CMF Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares California Muni Bond ETF (CMF) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Dowling & Yahnke first reported a position in CMF in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 162 funds tracked by Wall St. Rank hold CMF as of Q1 2020.

Dowling & Yahnke reported no remaining iShares California Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 50 iShares California Muni Bond ETF shares in Q1 2020, an estimated $3K.
Dowling & Yahnke first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's iShares California Muni Bond ETF position peaked at $3K in Q4 2019.
162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.