Laurel Wealth Advisors (California)’s iShares California Muni Bond ETF CMF Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-15,187	Closed	-$946K	–	748
2021 Q4	$946K	Buy	15,187 +7,824	+106%	+$486K	0.07%	273
2021 Q3	$457K	Sell	7,363 -2,961	-29%	-$186K	0.08%	251
2021 Q2	$647K	Buy	+10,324	New	+$646K	0.08%	234
2021 Q1	–	Sell	-3,261	Closed	-$205K	–	456
2020 Q4	$205K	Hold	3,261	–	–	0.03%	418
2020 Q3	$203K	Sell	3,261 -106	-3%	-$6.63K	0.03%	384
2020 Q2	$209K	Sell	3,367 -2,460	-42%	-$151K	0.04%	370
2020 Q1	$353K	Buy	5,827 +1,457	+33%	+$89.2K	0.08%	248
2019 Q4	$267K	Buy	+4,370	New	+$267K	0.04%	380
2016 Q4	–	Sell	-3,422	Closed	-$207K	–	281
2016 Q3	$207K	Hold	3,422	–	–	0.1%	237
2016 Q2	$209K	Hold	3,422	–	–	0.1%	228
2016 Q1	$204K	Sell	3,422 -1,274	-27%	-$75.8K	0.1%	239
2015 Q4	$277K	Buy	+4,696	New	+$276K	0.14%	188

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Laurel Wealth Advisors (California)'s CMF Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares California Muni Bond ETF (CMF) in Q1 2022, closing a stake of 15,187 shares — an estimated $946K sold.

Laurel Wealth Advisors (California) first reported a position in CMF in Q4 2015 and held it in 12 quarters. The position peaked at $946K in Q4 2021. 193 funds tracked by Wall St. Rank hold CMF as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining iShares California Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 15,187 iShares California Muni Bond ETF shares in Q1 2022, an estimated $946K.
Laurel Wealth Advisors (California) first reported a position in iShares California Muni Bond ETF in Q4 2015 and held it in 12 quarters.
Laurel Wealth Advisors (California)'s iShares California Muni Bond ETF position peaked at $946K in Q4 2021.
193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.