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Liberty Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Liberty Wealth Management’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
Q2 		– Sell
-124
Closed -$8K – 872
2020
Q1 		$8K Hold
124
– – 0.01% 493
2019
Q4 		$8K Buy
+124
New +$7.58K 0.01% 579

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MWM
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MMA
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Jane Street
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
B
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's CMF Position: Q2 2020 in Review

Liberty Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2020, closing a stake of 124 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in CMF in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2020. 174 funds tracked by Wall St. Rank hold CMF as of Q2 2020.

  • Liberty Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 124 iShares California Muni Bond ETF shares in Q2 2020, an estimated $8K.
  • Liberty Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • Liberty Wealth Management's iShares California Muni Bond ETF position peaked at $8K in Q1 2020.
  • 174 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.