IPG Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

IPG Investment 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
2021 Q2	–	Sell	-6,855	Closed	-$426K	–	153
2021 Q1	$426K	Hold	6,855	–	–	0.08%	127
2020 Q4	$431K	Hold	6,855	–	–	0.1%	103
2020 Q3	$428K	Hold	6,855	–	–	0.12%	91
2020 Q2	$426K	Hold	6,855	–	–	0.14%	77
2020 Q1	$415K	Hold	6,855	–	–	0.17%	75
2019 Q4	$420K	Hold	6,855	–	–	0.13%	89
2019 Q3	$420K	Sell	6,855 -3,425	-33%	-$210K	0.15%	75
2019 Q2	$623K	Hold	10,280	–	–	0.23%	63
2019 Q1	$613K	Hold	10,280	–	–	0.21%	70
2018 Q4	$601K	Hold	10,280	–	–	0.23%	58
2018 Q3	$596K	Hold	10,280	–	–	0.19%	75
2018 Q2	$602K	Buy	10,280 +4,305	+72%	+$251K	0.21%	74
2018 Q1	$349K	Buy	+5,975	New	+$349K	0.11%	95

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

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

IPG Investment Advisors's CMF Position: Q2 2021 in Review

IPG Investment Advisors sold out of iShares California Muni Bond ETF (CMF) in Q2 2021, closing a stake of 6,855 shares — an estimated $426K sold.

IPG Investment Advisors first reported a position in CMF in Q1 2018 and held it in 13 quarters. The position peaked at $623K in Q2 2019. 188 funds tracked by Wall St. Rank hold CMF as of Q2 2021.

IPG Investment Advisors reported no remaining iShares California Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
IPG Investment Advisors sold 6,855 iShares California Muni Bond ETF shares in Q2 2021, an estimated $426K.
IPG Investment Advisors first reported a position in iShares California Muni Bond ETF in Q1 2018 and held it in 13 quarters.
IPG Investment Advisors's iShares California Muni Bond ETF position peaked at $623K in Q2 2019.
188 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2021.

Based on IPG Investment Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.