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

Motley Fool 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
2024 Q3	–	Sell	-10,513	Closed	-$599K	–	121
2024 Q2	$599K	Hold	10,513	–	–	0.03%	118
2024 Q1	$605K	Hold	10,513	–	–	0.03%	118
2023 Q4	$609K	Hold	10,513	–	–	0.03%	120
2023 Q3	$569K	Buy	+10,513	New	+$591K	0.03%	118
2023 Q2	–	Sell	-10,513	Closed	-$604K	–	123
2023 Q1	$604K	Hold	10,513	–	–	0.04%	111
2022 Q4	$590K	Buy	10,513 +1,775	+20%	+$98.5K	0.04%	122
2022 Q3	$474K	Buy	+8,738	New	+$495K	0.03%	125

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 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

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

Motley Fool Wealth Management's CMF Position: Q3 2024 in Review

Motley Fool Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2024, closing a stake of 10,513 shares — an estimated $599K sold.

Motley Fool Wealth Management first reported a position in CMF in Q3 2022 and held it in 7 quarters. The position peaked at $609K in Q4 2023. 271 funds tracked by Wall St. Rank hold CMF as of Q3 2024.

Motley Fool Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Motley Fool Wealth Management sold 10,513 iShares California Muni Bond ETF shares in Q3 2024, an estimated $599K.
Motley Fool Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2022 and held it in 7 quarters.
Motley Fool Wealth Management's iShares California Muni Bond ETF position peaked at $609K in Q4 2023.
271 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2024.

Based on Motley Fool Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.