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Next Level Private’s iShares California Muni Bond ETF CMF Stock Holding History

Next Level Private’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
Q4 		– Sell
-6,445
Closed -$354K – 100
2022
Q3 		$354K Buy
+6,445
New +$365K 0.31% 57

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Next Level Private's CMF Position: Q4 2022 in Review

Next Level Private sold out of iShares California Muni Bond ETF (CMF) in Q4 2022, closing a stake of 6,445 shares — an estimated $354K sold.

Next Level Private first reported a position in CMF in Q3 2022 and held it in 1 quarter. The position peaked at $354K in Q3 2022. 209 funds tracked by Wall St. Rank hold CMF as of Q4 2022.

  • Next Level Private reported no remaining iShares California Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Next Level Private sold 6,445 iShares California Muni Bond ETF shares in Q4 2022, an estimated $354K.
  • Next Level Private first reported a position in iShares California Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Next Level Private's iShares California Muni Bond ETF position peaked at $354K in Q3 2022.
  • 209 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2022.

Based on Next Level Private's 13F filing for Q4 2022, filed 26 Jan 2023.