HAS
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HBW Advisory Services’s iShares California Muni Bond ETF CMF Stock Holding History

HBW Advisory Services’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
Q3 		– Sell
-3,978
Closed -$225K – 236
2022
Q2 		$225K Buy
3,978
+172
+5% +$9.71K 0.06% 204
2022
Q1 		$221K Buy
3,806
+34
+0.9% +$2.05K 0.08% 200
2021
Q4 		$235K Buy
3,772
+3
+0.1% +$186 0.05% 232
2021
Q3 		$234K Buy
3,769
+241
+7% +$15.1K 0.06% 222
2021
Q2 		$221K Sell
3,528
-1,634
-32% -$102K 0.06% 227
2021
Q1 		$321K Buy
5,162
+1
+0% +$63 0.09% 183
2020
Q4 		$324K Buy
5,161
+417
+9% +$26K 0.1% 158
2020
Q3 		$296K Buy
4,744
+34
+0.7% +$2.13K 0.12% 144
2020
Q2 		$293K Buy
+4,710
New +$289K 0.14% 141
2020
Q1 		– Sell
-3,425
Closed -$211K – 111
2019
Q4 		$211K Buy
+3,425
New +$210K 0.12% 130

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return