OIWM
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OptiFour Integrated Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

OptiFour Integrated Wealth 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
2019
Q4 		$208K Hold
3,395
– – 0.14% 71
2019
Q3 		$208K Hold
3,395
– – 0.15% 70
2019
Q2 		$206K Hold
3,395
– – 0.14% 77
2019
Q1 		$202K Buy
+3,395
New +$199K 0.17% 49

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OptiFour Integrated Wealth Management's CMF Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q4 2019 at 3,395 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #71.

OptiFour Integrated Wealth Management first reported a position in CMF in Q1 2019 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold CMF as of Q4 2019.

  • OptiFour Integrated Wealth Management held 3,395 shares of iShares California Muni Bond ETF worth $208K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q4 2019.
  • iShares California Muni Bond ETF made up 0.14% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #71 holding.
  • OptiFour Integrated Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.