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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

One Wealth Advisors's CMF Position: Q4 2021 in Review

One Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2021, closing a stake of 3,758 shares — an estimated $233K sold.

One Wealth Advisors first reported a position in CMF in Q1 2020 and held it in 7 quarters. The position peaked at $313K in Q4 2020. 205 funds tracked by Wall St. Rank hold CMF as of Q4 2021.

One Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
One Wealth Advisors sold 3,758 iShares California Muni Bond ETF shares in Q4 2021, an estimated $233K.
One Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q1 2020 and held it in 7 quarters.
One Wealth Advisors's iShares California Muni Bond ETF position peaked at $313K in Q4 2020.
205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2021.

Based on One Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.