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Financial Perspectives’s iShares California Muni Bond ETF CMF Stock Holding History

Financial Perspectives’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
-7,164
Closed -$447K – 599
2020
Q3 		$447K Buy
+7,164
New +$448K 0.29% 51

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 $8.53B AUM 21.43% 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 $4.91B AUM 31.75% 1-Year Est. Return
NFG
NewFocus Financial Group Vancouver, Washington $340M AUM 17.91% 1-Year Est. Return

Financial Perspectives's CMF Position: Q4 2020 in Review

Financial Perspectives sold out of iShares California Muni Bond ETF (CMF) in Q4 2020, closing a stake of 7,164 shares — an estimated $447K sold.

Financial Perspectives first reported a position in CMF in Q3 2020 and held it in 1 quarter. The position peaked at $447K in Q3 2020. 176 funds tracked by Wall St. Rank hold CMF as of Q4 2020.

  • Financial Perspectives reported no remaining iShares California Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Perspectives sold 7,164 iShares California Muni Bond ETF shares in Q4 2020, an estimated $447K.
  • Financial Perspectives first reported a position in iShares California Muni Bond ETF in Q3 2020 and held it in 1 quarter.
  • Financial Perspectives's iShares California Muni Bond ETF position peaked at $447K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2020.

Based on Financial Perspectives's 13F filing for Q4 2020, filed 10 Jan 2024.