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

MinichMacGregor 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
2023
Q1 		– Sell
-1,265
Closed -$71K – 193
2022
Q4 		$71K Buy
+1,265
New +$70.2K 0.03% 153

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 $1.66T 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

MinichMacGregor Wealth Management's CMF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2023, closing a stake of 1,265 shares — an estimated $71K sold.

MinichMacGregor Wealth Management first reported a position in CMF in Q4 2022 and held it in 1 quarter. The position peaked at $71K in Q4 2022. 205 funds tracked by Wall St. Rank hold CMF as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,265 iShares California Muni Bond ETF shares in Q1 2023, an estimated $71K.
  • MinichMacGregor Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's iShares California Muni Bond ETF position peaked at $71K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.