Insight Wealth Strategies’s iShares California Muni Bond ETF CMF Stock Holding History

Insight Wealth Strategies’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
2020 Q2	–	Sell	-3,723	Closed	-$225K	–	170
2020 Q1	$225K	Sell	3,723 -2,156	-37%	-$132K	0.06%	135
2019 Q4	$360K	Buy	5,879 +1,314	+29%	+$80.4K	0.08%	158
2019 Q3	$280K	Buy	4,565 +23	+0.5%	+$1.41K	0.07%	158
2019 Q2	$275K	Buy	+4,542	New	+$272K	0.07%	140

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 $1.66T AUM 25.57% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Wealth Strategies's CMF Position: Q2 2020 in Review

Insight Wealth Strategies sold out of iShares California Muni Bond ETF (CMF) in Q2 2020, closing a stake of 3,723 shares — an estimated $225K sold.

Insight Wealth Strategies first reported a position in CMF in Q2 2019 and held it in 4 quarters. The position peaked at $360K in Q4 2019. 174 funds tracked by Wall St. Rank hold CMF as of Q2 2020.

Insight Wealth Strategies reported no remaining iShares California Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Insight Wealth Strategies sold 3,723 iShares California Muni Bond ETF shares in Q2 2020, an estimated $225K.
Insight Wealth Strategies first reported a position in iShares California Muni Bond ETF in Q2 2019 and held it in 4 quarters.
Insight Wealth Strategies's iShares California Muni Bond ETF position peaked at $360K in Q4 2019.
174 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2020.

Based on Insight Wealth Strategies's 13F filing for Q2 2020, filed 31 Jul 2020.