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Heritage Wealth Management (Arizona)’s iShares California Muni Bond ETF CMF Stock Holding History

Heritage Wealth Management (Arizona)’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 		$3.03K Buy
+54
New +$3K ﹤0.01% 939

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B
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SWP
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SC
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Heritage Wealth Management (Arizona)'s CMF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in iShares California Muni Bond ETF (CMF) in Q4 2022: 54 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

209 funds tracked by Wall St. Rank hold CMF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 54 shares of iShares California Muni Bond ETF worth $3.03K as of Q4 2022.
  • iShares California Muni Bond ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • iShares California Muni Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #939 holding.
  • 209 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.