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Occidental Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Occidental Asset 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
2023
Q1 		– Sell
-3,750
Closed -$210K – 210
2022
Q4 		$210K Buy
+3,750
New +$208K 0.06% 187

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B
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Occidental Asset Management's CMF Position: Q1 2023 in Review

Occidental Asset Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2023, closing a stake of 3,750 shares — an estimated $210K sold.

Occidental Asset Management first reported a position in CMF in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 205 funds tracked by Wall St. Rank hold CMF as of Q1 2023.

  • Occidental Asset Management reported no remaining iShares California Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Occidental Asset Management sold 3,750 iShares California Muni Bond ETF shares in Q1 2023, an estimated $210K.
  • Occidental Asset Management first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Occidental Asset Management's iShares California Muni Bond ETF position peaked at $210K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2023.

Based on Occidental Asset Management's 13F filing for Q1 2023, filed 11 May 2023.