Hall Private Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Hall Private Wealth 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
2023 Q3	$461K	Buy	8,402 +1,637	+24%	+$92.1K	0.31%	30
2023 Q2	$385K	Hold	6,765	–	–	0.21%	36
2023 Q1	$388K	Hold	6,765	–	–	0.2%	43
2022 Q4	$380K	Hold	6,765	–	–	0.22%	38
2022 Q3	$367K	Buy	+6,765	New	+$383K	0.21%	32

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hall Private Wealth Advisors's CMF Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its iShares California Muni Bond ETF (CMF) stake by 24% in Q3 2023, buying an estimated $92.1K and bringing the position to 8,402 shares worth $461K. The position accounts for 0.31% of the portfolio, ranked #30.

Hall Private Wealth Advisors first reported a position in CMF in Q3 2022 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold CMF as of Q3 2023.

Hall Private Wealth Advisors held 8,402 shares of iShares California Muni Bond ETF worth $461K as of Q3 2023.
Hall Private Wealth Advisors bought 1,637 iShares California Muni Bond ETF shares in Q3 2023, an estimated $92.1K.
iShares California Muni Bond ETF made up 0.31% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #30 holding.
Hall Private Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q3 2022 and has held it in 5 quarters since.
219 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.