Mid Atlantic Financial Management’s iShares California Muni Bond ETF CMF Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$342K	Buy	5,513 +15	+0.3%	+$940	0.02%	611
2021 Q2	$344K	Buy	5,498 +15	+0.3%	+$938	0.02%	609
2021 Q1	$341K	Buy	5,483 +11	+0.2%	+$688	0.02%	573
2020 Q4	$344K	Sell	5,472 -885	-14%	-$55.3K	0.03%	523
2020 Q3	$396K	Buy	6,357 +376	+6%	+$23.5K	0.03%	425
2020 Q2	$372K	Buy	5,981 +664	+12%	+$40.7K	0.04%	423
2020 Q1	$322K	Sell	5,317 -10,864	-67%	-$665K	0.04%	418
2019 Q4	$991K	Buy	16,181 +95	+0.6%	+$5.81K	0.09%	223
2019 Q3	$986K	Buy	16,086 +3,236	+25%	+$198K	0.11%	199
2019 Q2	$779K	Sell	12,850 -1,598	-11%	-$95.9K	0.08%	263
2019 Q1	$861K	Buy	+14,448	New	+$848K	0.09%	229

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Mid Atlantic Financial Management's CMF Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares California Muni Bond ETF (CMF) stake by 0.27% in Q3 2021, buying an estimated $940 and bringing the position to 5,513 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #611.

Mid Atlantic Financial Management first reported a position in CMF in Q1 2019 and has held it in 11 quarters since. The position peaked at $991K in Q4 2019. 189 funds tracked by Wall St. Rank hold CMF as of Q3 2021.

Mid Atlantic Financial Management held 5,513 shares of iShares California Muni Bond ETF worth $342K as of Q3 2021.
Mid Atlantic Financial Management bought 15 iShares California Muni Bond ETF shares in Q3 2021, an estimated $940.
iShares California Muni Bond ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #611 holding.
Mid Atlantic Financial Management first reported a position in iShares California Muni Bond ETF in Q1 2019 and has held it in 11 quarters since.
Mid Atlantic Financial Management's iShares California Muni Bond ETF position peaked at $991K in Q4 2019.
189 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.