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My Personal CFO LLC’s iShares California Muni Bond ETF CMF Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-10,000
Closed -$579K – 98
2023
Q4 		$579K Hold
10,000
– – 0.38% 53
2023
Q3 		$548K Buy
+10,000
New +$563K 0.44% 49

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

My Personal CFO LLC's CMF Position: Q1 2024 in Review

My Personal CFO LLC sold out of iShares California Muni Bond ETF (CMF) in Q1 2024, closing a stake of 10,000 shares — an estimated $579K sold.

My Personal CFO LLC first reported a position in CMF in Q3 2023 and held it in 2 quarters. The position peaked at $579K in Q4 2023. 257 funds tracked by Wall St. Rank hold CMF as of Q1 2024.

  • My Personal CFO LLC reported no remaining iShares California Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 10,000 iShares California Muni Bond ETF shares in Q1 2024, an estimated $579K.
  • My Personal CFO LLC first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 2 quarters.
  • My Personal CFO LLC's iShares California Muni Bond ETF position peaked at $579K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2024.

Based on My Personal CFO LLC's 13F filing for Q1 2024, filed 24 Apr 2024.