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Guidance Point Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Guidance Point Advisors’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
Q4 		– Sell
-1,626
Closed -$100K – 148
2021
Q3 		$100K Buy
+1,626
New +$102K 0.04% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Guidance Point Advisors's CMF Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2021, closing a stake of 1,626 shares — an estimated $100K sold.

Guidance Point Advisors first reported a position in CMF in Q3 2021 and held it in 1 quarter. The position peaked at $100K in Q3 2021. 205 funds tracked by Wall St. Rank hold CMF as of Q4 2021.

  • Guidance Point Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 1,626 iShares California Muni Bond ETF shares in Q4 2021, an estimated $100K.
  • Guidance Point Advisors first reported a position in iShares California Muni Bond ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's iShares California Muni Bond ETF position peaked at $100K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.