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Monterey Private Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Monterey Private Wealth’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
2022
Q1 		– Sell
-16,627
Closed -$1.04M – 126
2021
Q4 		$1.04M Buy
+16,627
New +$1.03M 0.51% 35

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Monterey Private Wealth's CMF Position: Q1 2022 in Review

Monterey Private Wealth sold out of iShares California Muni Bond ETF (CMF) in Q1 2022, closing a stake of 16,627 shares — an estimated $1.04M sold.

Monterey Private Wealth first reported a position in CMF in Q4 2021 and held it in 1 quarter. The position peaked at $1.04M in Q4 2021. 193 funds tracked by Wall St. Rank hold CMF as of Q1 2022.

  • Monterey Private Wealth reported no remaining iShares California Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 16,627 iShares California Muni Bond ETF shares in Q1 2022, an estimated $1.04M.
  • Monterey Private Wealth first reported a position in iShares California Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Monterey Private Wealth's iShares California Muni Bond ETF position peaked at $1.04M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2022.

Based on Monterey Private Wealth's 13F filing for Q1 2022, filed 8 Apr 2022.