Mutual Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Mutual Advisors’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
2020 Q1	–	Sell	-4,725	Closed	-$289K	–	578
2019 Q4	$289K	Hold	4,725	–	–	0.03%	471
2019 Q3	$290K	Sell	4,725 -44	-0.9%	-$2.69K	0.04%	425
2019 Q2	$289K	Buy	4,769 +44	+0.9%	+$2.64K	0.04%	450
2019 Q1	$282K	Sell	4,725 -6,431	-58%	-$378K	0.04%	378
2018 Q4	$652K	Buy	11,156 +6,391	+134%	+$368K	0.13%	192
2018 Q3	$276K	Sell	4,765 -3,390	-42%	-$198K	0.04%	384
2018 Q2	$477K	Sell	8,155 -899	-10%	-$52.4K	0.11%	252
2018 Q1	$528K	Buy	+9,054	New	+$529K	0.13%	227

Other funds holding CMF

CSIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mutual Advisors's CMF Position: Q1 2020 in Review

Mutual Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2020, closing a stake of 4,725 shares — an estimated $289K sold.

Mutual Advisors first reported a position in CMF in Q1 2018 and held it in 8 quarters. The position peaked at $652K in Q4 2018. 162 funds tracked by Wall St. Rank hold CMF as of Q1 2020.

Mutual Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Mutual Advisors sold 4,725 iShares California Muni Bond ETF shares in Q1 2020, an estimated $289K.
Mutual Advisors first reported a position in iShares California Muni Bond ETF in Q1 2018 and held it in 8 quarters.
Mutual Advisors's iShares California Muni Bond ETF position peaked at $652K in Q4 2018.
162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2020.

Based on Mutual Advisors's 13F filing for Q1 2020, filed 13 May 2020.