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

Forum 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
2023 Q4	–	Sell	-4,862	Closed	-$267K	–	694
2023 Q3	$267K	Buy	4,862 +1,062	+28%	+$59.7K	0.01%	462
2023 Q2	$216K	Hold	3,800	–	–	﹤0.01%	584
2023 Q1	$218K	Hold	3,800	–	–	0.01%	524
2022 Q4	$213K	Hold	3,800	–	–	0.01%	531
2022 Q3	$206K	Hold	3,800	–	–	0.01%	489
2022 Q2	$215K	Hold	3,800	–	–	0.01%	488
2022 Q1	$221K	Hold	3,800	–	–	0.01%	525
2021 Q4	$237K	Buy	+3,800	New	+$236K	0.01%	535

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Forum Financial Management's CMF Position: Q4 2023 in Review

Forum Financial Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2023, closing a stake of 4,862 shares — an estimated $267K sold.

Forum Financial Management first reported a position in CMF in Q4 2021 and held it in 8 quarters. The position peaked at $267K in Q3 2023. 247 funds tracked by Wall St. Rank hold CMF as of Q4 2023.

Forum Financial Management reported no remaining iShares California Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Forum Financial Management sold 4,862 iShares California Muni Bond ETF shares in Q4 2023, an estimated $267K.
Forum Financial Management first reported a position in iShares California Muni Bond ETF in Q4 2021 and held it in 8 quarters.
Forum Financial Management's iShares California Muni Bond ETF position peaked at $267K in Q3 2023.
247 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2023.

Based on Forum Financial Management's 13F filing for Q4 2023, filed 7 Feb 2024.