Parker Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Parker Investment 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
2021 Q1	–	Sell	-30,893	Closed	-$1.94M	–	46
2020 Q4	$1.94M	Sell	30,893 -31,568	-51%	-$1.97M	0.33%	25
2020 Q3	$3.9M	Sell	62,461 -13,339	-18%	-$835K	0.86%	18
2020 Q2	$4.71M	Buy	+75,800	New	+$4.65M	1.13%	10
2020 Q1	–	Sell	-27,299	Closed	-$1.67M	–	31
2019 Q4	$1.67M	Sell	27,299 -426	-2%	-$26.1K	0.41%	24
2019 Q3	$1.7M	Sell	27,725 -9,820	-26%	-$601K	0.51%	23
2019 Q2	$2.28M	Buy	37,545 +14,178	+61%	+$851K	0.7%	20
2019 Q1	$1.39M	Buy	+23,367	New	+$1.37M	0.43%	20

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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Parker Investment Management's CMF Position: Q1 2021 in Review

Parker Investment Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2021, closing a stake of 30,893 shares — an estimated $1.94M sold.

Parker Investment Management first reported a position in CMF in Q1 2019 and held it in 7 quarters. The position peaked at $4.71M in Q2 2020. 182 funds tracked by Wall St. Rank hold CMF as of Q1 2021.

Parker Investment Management reported no remaining iShares California Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Parker Investment Management sold 30,893 iShares California Muni Bond ETF shares in Q1 2021, an estimated $1.94M.
Parker Investment Management first reported a position in iShares California Muni Bond ETF in Q1 2019 and held it in 7 quarters.
Parker Investment Management's iShares California Muni Bond ETF position peaked at $4.71M in Q2 2020.
182 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2021.

Based on Parker Investment Management's 13F filing for Q1 2021, filed 23 Apr 2021.