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Money Concepts Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Money Concepts Capital’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
-1,640
Closed -$92K – 913
2022
Q4 		$92K Buy
1,640
+800
+95% +$44.4K ﹤0.01% 1003
2022
Q3 		$46K Hold
840
– – ﹤0.01% 724
2022
Q2 		$47K Sell
840
-800
-49% -$45.2K ﹤0.01% 713
2022
Q1 		$95K Buy
+1,640
New +$98.7K 0.01% 1010

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 $770M AUM 33.36% 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 $7.29B AUM 16.22% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Money Concepts Capital's CMF Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares California Muni Bond ETF (CMF) in Q1 2023, closing a stake of 1,640 shares — an estimated $92K sold.

Money Concepts Capital first reported a position in CMF in Q1 2022 and held it in 4 quarters. The position peaked at $95K in Q1 2022. 205 funds tracked by Wall St. Rank hold CMF as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares California Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,640 iShares California Muni Bond ETF shares in Q1 2023, an estimated $92K.
  • Money Concepts Capital first reported a position in iShares California Muni Bond ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's iShares California Muni Bond ETF position peaked at $95K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.