HCA
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Harbour Capital Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Harbour Capital 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
2022
Q4 		– Sell
-3,700
Closed -$203K – 236
2022
Q3 		$203K Buy
+3,700
New +$209K 0.07% 210

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Harbour Capital Advisors's CMF Position: Q4 2022 in Review

Harbour Capital Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2022, closing a stake of 3,700 shares — an estimated $203K sold.

Harbour Capital Advisors first reported a position in CMF in Q3 2022 and held it in 1 quarter. The position peaked at $203K in Q3 2022. 209 funds tracked by Wall St. Rank hold CMF as of Q4 2022.

  • Harbour Capital Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Harbour Capital Advisors sold 3,700 iShares California Muni Bond ETF shares in Q4 2022, an estimated $203K.
  • Harbour Capital Advisors first reported a position in iShares California Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Harbour Capital Advisors's iShares California Muni Bond ETF position peaked at $203K in Q3 2022.
  • 209 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2022.

Based on Harbour Capital Advisors's 13F filing for Q4 2022, filed 13 Jan 2023.