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FormulaFolio Investments’s iShares California Muni Bond ETF CMF Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-70,561
Closed -$4.43M – 519
2020
Q4 		$4.43M Hold
70,561
– – 0.09% 164
2020
Q3 		$4.4M Hold
70,561
– – 0.17% 62
2020
Q2 		$4.39M Sell
70,561
-31,476
-31% -$1.93M 0.18% 66
2020
Q1 		$6.17M Buy
102,037
+22,964
+29% +$1.41M 0.33% 42
2019
Q4 		$4.84M Hold
79,073
– – 0.17% 72
2019
Q3 		$4.85M Sell
79,073
-2,097
-3% -$128K 0.19% 70
2019
Q2 		$4.92M Sell
81,170
-53,179
-40% -$3.19M 0.21% 61
2019
Q1 		$8.01M Buy
134,349
+66,381
+98% +$3.9M 0.35% 51
2018
Q4 		$3.94M Hold
67,968
– – 0.17% 54
2018
Q3 		$3.94M Sell
67,968
-1,362
-2% -$79.6K 0.17% 54
2018
Q2 		$4.06M Sell
69,330
-1,637
-2% -$95.3K 0.19% 49
2018
Q1 		$4.14M Buy
+70,967
New +$4.15M 0.24% 43

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

FormulaFolio Investments's CMF Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares California Muni Bond ETF (CMF) in Q1 2021, closing a stake of 70,561 shares — an estimated $4.43M sold.

FormulaFolio Investments first reported a position in CMF in Q1 2018 and held it in 12 quarters. The position peaked at $8.01M in Q1 2019. 182 funds tracked by Wall St. Rank hold CMF as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares California Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 70,561 iShares California Muni Bond ETF shares in Q1 2021, an estimated $4.43M.
  • FormulaFolio Investments first reported a position in iShares California Muni Bond ETF in Q1 2018 and held it in 12 quarters.
  • FormulaFolio Investments's iShares California Muni Bond ETF position peaked at $8.01M in Q1 2019.
  • 182 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.