KIG
CMF icon

Kowal Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

Kowal Investment Group’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
2024
Q3 		$2.72M Buy
46,818
+2,051
+5% +$118K 0.5% 33
2024
Q2 		$2.55M Buy
+44,767
New +$2.55M 0.51% 30

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kowal Investment Group's CMF Position: Q3 2024 in Review

Kowal Investment Group increased its iShares California Muni Bond ETF (CMF) stake by 4.6% in Q3 2024, buying an estimated $118K and bringing the position to 46,818 shares worth $2.72M. The position accounts for 0.5% of the portfolio, ranked #33.

Kowal Investment Group first reported a position in CMF in Q2 2024 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold CMF as of Q3 2024.

  • Kowal Investment Group held 46,818 shares of iShares California Muni Bond ETF worth $2.72M as of Q3 2024.
  • Kowal Investment Group bought 2,051 iShares California Muni Bond ETF shares in Q3 2024, an estimated $118K.
  • iShares California Muni Bond ETF made up 0.5% of Kowal Investment Group's portfolio in Q3 2024, its #33 holding.
  • Kowal Investment Group first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.