OWA
CMF icon

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

One Wealth 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
2021
Q4 		– Sell
-3,758
Closed -$233K – 202
2021
Q3 		$233K Sell
3,758
-6
-0.2% -$376 0.07% 181
2021
Q2 		$236K Hold
3,764
– – 0.07% 151
2021
Q1 		$234K Sell
3,764
-1,213
-24% -$75.8K 0.09% 131
2020
Q4 		$313K Hold
4,977
– – 0.17% 83
2020
Q3 		$311K Hold
4,977
– – 0.21% 54
2020
Q2 		$309K Buy
4,977
+265
+6% +$16.2K 0.25% 50
2020
Q1 		$285K Buy
+4,712
New +$288K 0.28% 54

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
B
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