Joseph P. Lucia & Associates’s iShares California Muni Bond ETF CMF Stock Holding History

Joseph P. Lucia & Associates’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 Q4	–	Sell	-400	Closed	-$25K	–	204
2021 Q3	$25K	Hold	400	–	–	0.01%	278
2021 Q2	$25K	Hold	400	–	–	0.01%	293
2021 Q1	$25K	Hold	400	–	–	0.01%	273
2020 Q4	$25K	Buy	+400	New	+$25K	0.02%	247
2020 Q3	–	Sell	-400	Closed	-$25K	–	148
2020 Q2	$25K	Hold	400	–	–	0.02%	224
2020 Q1	$24K	Hold	400	–	–	0.03%	215
2019 Q4	$24K	Hold	400	–	–	0.02%	224
2019 Q3	$25K	Hold	400	–	–	0.03%	225
2019 Q2	$24K	Buy	+400	New	+$24K	0.03%	228

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

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

MMA

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

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

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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Joseph P. Lucia & Associates's CMF Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares California Muni Bond ETF (CMF) in Q4 2021, closing a stake of 400 shares — an estimated $25K sold.

Joseph P. Lucia & Associates first reported a position in CMF in Q2 2019 and held it in 9 quarters. The position peaked at $25K in Q3 2021. 205 funds tracked by Wall St. Rank hold CMF as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining iShares California Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 400 iShares California Muni Bond ETF shares in Q4 2021, an estimated $25K.
Joseph P. Lucia & Associates first reported a position in iShares California Muni Bond ETF in Q2 2019 and held it in 9 quarters.
Joseph P. Lucia & Associates's iShares California Muni Bond ETF position peaked at $25K in Q3 2021.
205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.