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John W. Brooker & Co’s iShares California Muni Bond ETF CMF Stock Holding History

John W. Brooker & Co’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 		– Sell
-773
Closed -$42K – 82
2022
Q3 		$42K Hold
773
– – 0.03% 88
2022
Q2 		$44K Sell
773
-1,000
-56% -$56.5K 0.03% 83
2022
Q1 		$103K Hold
1,773
– – 0.06% 67
2021
Q4 		$111K Sell
1,773
-150
-8% -$9.32K 0.06% 65
2021
Q3 		$119K Hold
1,923
– – 0.07% 63
2021
Q2 		$120K Buy
+1,923
New +$120K 0.07% 60

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

John W. Brooker & Co's CMF Position: Q4 2022 in Review

John W. Brooker & Co sold out of iShares California Muni Bond ETF (CMF) in Q4 2022, closing a stake of 773 shares — an estimated $42K sold.

John W. Brooker & Co first reported a position in CMF in Q2 2021 and held it in 6 quarters. The position peaked at $120K in Q2 2021. 209 funds tracked by Wall St. Rank hold CMF as of Q4 2022.

  • John W. Brooker & Co reported no remaining iShares California Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 773 iShares California Muni Bond ETF shares in Q4 2022, an estimated $42K.
  • John W. Brooker & Co first reported a position in iShares California Muni Bond ETF in Q2 2021 and held it in 6 quarters.
  • John W. Brooker & Co's iShares California Muni Bond ETF position peaked at $120K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.