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Knuff & Co’s iShares California Muni Bond ETF CMF Stock Holding History

Knuff & 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
2020
Q4 		– Sell
-200
Closed -$12K – 167
2020
Q3 		$12K Sell
200
-50
-20% -$3.13K 0.01% 161
2020
Q2 		$16K Sell
250
-50
-17% -$3.06K 0.01% 139
2020
Q1 		$18K Buy
300
+181
+152% +$11.1K 0.01% 135
2019
Q4 		$7K Hold
119
– – ﹤0.01% 166
2019
Q3 		$7K Hold
119
– – ﹤0.01% 170
2019
Q2 		$7K Hold
119
– – 0.01% 115
2019
Q1 		$7K Hold
119
– – 0.01% 124
2018
Q4 		$7K Buy
+119
New +$6.85K 0.01% 110

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NFG
NewFocus Financial Group Vancouver, Washington $340M AUM 17.91% 1-Year Est. Return

Knuff & Co's CMF Position: Q4 2020 in Review

Knuff & Co sold out of iShares California Muni Bond ETF (CMF) in Q4 2020, closing a stake of 200 shares — an estimated $12K sold.

Knuff & Co first reported a position in CMF in Q4 2018 and held it in 8 quarters. The position peaked at $18K in Q1 2020. 176 funds tracked by Wall St. Rank hold CMF as of Q4 2020.

  • Knuff & Co reported no remaining iShares California Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Knuff & Co sold 200 iShares California Muni Bond ETF shares in Q4 2020, an estimated $12K.
  • Knuff & Co first reported a position in iShares California Muni Bond ETF in Q4 2018 and held it in 8 quarters.
  • Knuff & Co's iShares California Muni Bond ETF position peaked at $18K in Q1 2020.
  • 176 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2020.

Based on Knuff & Co's 13F filing for Q4 2020, filed 3 Feb 2021.