Mission Creek Capital Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Mission Creek Capital Partners’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 Q3	–	Sell	-4,000	Closed	-$228K	–	217
2023 Q2	$228K	Hold	4,000	–	–	0.07%	211
2023 Q1	$230K	Hold	4,000	–	–	0.08%	203
2022 Q4	$224K	Hold	4,000	–	–	0.08%	206
2022 Q3	$217K	Hold	4,000	–	–	0.08%	194
2022 Q2	$226K	Hold	4,000	–	–	0.08%	204
2022 Q1	$233K	Hold	4,000	–	–	0.06%	213
2021 Q4	$249K	Hold	4,000	–	–	0.05%	222
2021 Q3	$248K	Hold	4,000	–	–	0.05%	225
2021 Q2	$250K	Hold	4,000	–	–	0.04%	213
2021 Q1	$248K	Hold	4,000	–	–	0.04%	205
2020 Q4	$251K	Hold	4,000	–	–	0.08%	190
2020 Q3	$250K	Hold	4,000	–	–	0.1%	182
2020 Q2	$249K	Hold	4,000	–	–	0.13%	151
2020 Q1	$242K	Hold	4,000	–	–	0.13%	148
2019 Q4	$245K	Buy	+4,000	New	+$245K	0.11%	171

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mission Creek Capital Partners's CMF Position: Q3 2023 in Review

Mission Creek Capital Partners sold out of iShares California Muni Bond ETF (CMF) in Q3 2023, closing a stake of 4,000 shares — an estimated $228K sold.

Mission Creek Capital Partners first reported a position in CMF in Q4 2019 and held it in 15 quarters. The position peaked at $251K in Q4 2020. 219 funds tracked by Wall St. Rank hold CMF as of Q3 2023.

Mission Creek Capital Partners reported no remaining iShares California Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Mission Creek Capital Partners sold 4,000 iShares California Muni Bond ETF shares in Q3 2023, an estimated $228K.
Mission Creek Capital Partners first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 15 quarters.
Mission Creek Capital Partners's iShares California Muni Bond ETF position peaked at $251K in Q4 2020.
219 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2023.

Based on Mission Creek Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.