MWM
CMF icon

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

Merriman 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
2024
Q4 		$1.17M Buy
20,378
+98
+0.5% +$5.63K 0.05% 80
2024
Q3 		$1.18M Buy
20,280
+72
+0.4% +$4.15K 0.05% 96
2024
Q2 		$1.15M Sell
20,208
-1,593
-7% -$90.6K 0.05% 90
2024
Q1 		$1.25M Hold
21,801
– – 0.06% 84
2023
Q4 		$1.26M Buy
21,801
+1,694
+8% +$94.5K 0.06% 84
2023
Q3 		$1.1M Hold
20,107
– – 0.06% 75
2023
Q2 		$1.15M Hold
20,107
– – 0.06% 93
2023
Q1 		$1.15M Sell
20,107
-400
-2% -$22.8K 0.06% 83
2022
Q4 		$1.15M Buy
20,507
+9,653
+89% +$536K 0.06% 83
2022
Q3 		$589K Buy
+10,854
New +$614K 0.04% 93

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return