Next Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Next Financial Group’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
2021 Q4	$105K	Buy	1,680 +60	+4%	+$3.73K	0.01%	1138
2021 Q3	$101K	Buy	1,620 +300	+23%	+$18.8K	0.01%	1103
2021 Q2	$83K	Buy	1,320 +100	+8%	+$6.25K	0.01%	1197
2021 Q1	$76K	Hold	1,220	–	–	0.01%	1121
2020 Q4	$77K	Hold	1,220	–	–	0.01%	1047
2020 Q3	$76K	Buy	+1,220	New	+$76.3K	0.01%	963
2020 Q2	–	Sell	-1,220	Closed	-$74K	–	827
2020 Q1	$74K	Hold	1,220	–	–	0.01%	858
2019 Q4	$75K	Hold	1,220	–	–	0.01%	1052
2019 Q3	$75K	Hold	1,220	–	–	0.01%	1006
2019 Q2	$74K	Buy	+1,220	New	+$73.2K	0.01%	1026
2019 Q1	–	Sell	-1,220	Closed	-$71K	–	1690
2018 Q4	$71K	Buy	+1,220	New	+$70.3K	0.01%	685
2017 Q3	–	Sell	-960	Closed	-$56K	–	1770
2017 Q2	$56K	Buy	960 +478	+99%	+$28.1K	0.01%	744
2017 Q1	$28K	Sell	482 -738	-60%	-$42.6K	0.01%	923
2016 Q4	$70K	Hold	1,220	–	–	0.01%	821
2016 Q3	$74K	Buy	+1,220	New	+$74K	0.01%	769
2014 Q4	–	Sell	-260	Closed	-$15K	–	1956
2014 Q3	$15K	Buy	+260	New	+$15.1K	﹤0.01%	1563

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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMA

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

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

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Next Financial Group's CMF Position: Q4 2021 in Review

Next Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 3.7% in Q4 2021, buying an estimated $3.73K and bringing the position to 1,680 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #1138.

Next Financial Group first reported a position in CMF in Q3 2014 and has held it in 16 quarters since. 205 funds tracked by Wall St. Rank hold CMF as of Q4 2021.

Next Financial Group held 1,680 shares of iShares California Muni Bond ETF worth $105K as of Q4 2021.
Next Financial Group bought 60 iShares California Muni Bond ETF shares in Q4 2021, an estimated $3.73K.
iShares California Muni Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1138 holding.
Next Financial Group first reported a position in iShares California Muni Bond ETF in Q3 2014 and has held it in 16 quarters since.
205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.