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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

HBW Advisory Services's CMF Position: Q3 2022 in Review

HBW Advisory Services sold out of iShares California Muni Bond ETF (CMF) in Q3 2022, closing a stake of 3,978 shares — an estimated $225K sold.

HBW Advisory Services first reported a position in CMF in Q4 2019 and held it in 10 quarters. The position peaked at $324K in Q4 2020. 193 funds tracked by Wall St. Rank hold CMF as of Q3 2022.

HBW Advisory Services reported no remaining iShares California Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
HBW Advisory Services sold 3,978 iShares California Muni Bond ETF shares in Q3 2022, an estimated $225K.
HBW Advisory Services first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 10 quarters.
HBW Advisory Services's iShares California Muni Bond ETF position peaked at $324K in Q4 2020.
193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2022.

Based on HBW Advisory Services's 13F filing for Q3 2022, filed 5 Oct 2022.