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

Litman Gregory 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
2022
Q1 		– Sell
-7,727
Closed -$482K – 57
2021
Q4 		$482K Sell
7,727
-1,977
-20% -$123K 0.08% 57
2021
Q3 		$602K Buy
9,704
+9,099
+1,504% +$570K 0.11% 49
2021
Q2 		$605K Sell
605
-8,741
-94% -$547K 0.11% 48
2021
Q1 		$581K Sell
9,346
-341
-4% -$21.3K 0.11% 46
2020
Q4 		$609K Buy
9,687
+918
+10% +$57.3K 0.11% 45
2020
Q3 		$547K Sell
8,769
-560
-6% -$35K 0.11% 45
2020
Q2 		$580K Buy
9,329
+482
+5% +$29.5K 0.13% 45
2020
Q1 		$535K Sell
8,847
-8,465
-49% -$518K 0.13% 39
2019
Q4 		$1.06M Buy
17,312
+1,973
+13% +$121K 0.24% 32
2019
Q3 		$940K Buy
15,339
+970
+7% +$59.4K 0.23% 32
2019
Q2 		$871K Buy
14,369
+3,025
+27% +$181K 0.23% 33
2019
Q1 		$676K Buy
11,344
+509
+5% +$29.9K 0.18% 35
2018
Q4 		$633K Buy
10,835
+1,412
+15% +$81.3K 0.19% 36
2018
Q3 		$546K Hold
9,423
– – 0.18% 35
2018
Q2 		$552K Buy
9,423
+4,449
+89% +$259K 0.22% 28
2018
Q1 		$290K Hold
4,974
– – 0.12% 30
2017
Q4 		$294K Hold
4,974
– – 0.09% 27
2017
Q3 		$295K Hold
4,974
– – 0.14% 26
2017
Q2 		$293K Hold
4,974
– – 0.17% 22
2017
Q1 		$289K Hold
4,974
– – 0.18% 24
2016
Q4 		$287K Hold
4,974
– – 0.19% 21
2016
Q3 		$300K Hold
4,974
– – 0.22% 20
2016
Q2 		$304K Hold
4,974
– – 0.24% 19
2016
Q1 		$297K Hold
4,974
– – 0.23% 20
2015
Q4 		$294K Buy
+4,974
New +$292K 0.21% 21

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Litman Gregory Wealth Management's CMF Position: Q1 2022 in Review

Litman Gregory Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2022, closing a stake of 7,727 shares — an estimated $482K sold.

Litman Gregory Wealth Management first reported a position in CMF in Q4 2015 and held it in 25 quarters. The position peaked at $1.06M in Q4 2019. 193 funds tracked by Wall St. Rank hold CMF as of Q1 2022.

  • Litman Gregory Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 7,727 iShares California Muni Bond ETF shares in Q1 2022, an estimated $482K.
  • Litman Gregory Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2015 and held it in 25 quarters.
  • Litman Gregory Wealth Management's iShares California Muni Bond ETF position peaked at $1.06M in Q4 2019.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.