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

Parkside 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
2020
Q4 		– Sell
-133,456
Closed -$8.33M – 70
2020
Q3 		$8.33M Sell
133,456
-9,403
-7% -$588K 3.66% 8
2020
Q2 		$8.88M Buy
142,859
+2,284
+2% +$140K 4.13% 8
2020
Q1 		$8.51M Buy
140,575
+28,099
+25% +$1.72M 4.62% 8
2019
Q4 		$6.89M Buy
112,476
+30,395
+37% +$1.86M 3.08% 11
2019
Q3 		$5.03M Buy
82,081
+21,856
+36% +$1.34M 2.65% 12
2019
Q2 		$3.65M Buy
60,225
+1,532
+3% +$91.9K 2.02% 14
2019
Q1 		$3.5M Sell
58,693
-2,083
-3% -$122K 1.99% 14
2018
Q4 		$3.55M Buy
60,776
+122
+0.2% +$7.03K 2.17% 13
2018
Q3 		$3.52M Buy
60,654
+304
+0.5% +$17.8K 2.35% 13
2018
Q2 		$3.53M Sell
60,350
-2,266
-4% -$132K 2.5% 13
2018
Q1 		$3.65M Sell
62,616
-48
-0.1% -$2.81K 2.6% 13
2017
Q4 		$3.71M Buy
62,664
+376
+0.6% +$22.3K 2.61% 13
2017
Q3 		$3.69M Sell
62,288
-1,562
-2% -$92.6K 2.62% 14
2017
Q2 		$3.76M Sell
63,850
-458
-0.7% -$26.9K 2.68% 13
2017
Q1 		$3.74M Sell
64,308
-114
-0.2% -$6.58K 2.71% 12
2016
Q4 		$3.72M Buy
64,422
+572
+0.9% +$33.4K 2.81% 12
2016
Q3 		$3.85M Buy
63,850
+560
+0.9% +$34K 2.84% 12
2016
Q2 		$3.86M Sell
63,290
-1,902
-3% -$115K 2.73% 12
2016
Q1 		$3.89M Sell
65,192
-782
-1% -$46.5K 2.72% 12
2015
Q4 		$3.87M Sell
65,974
-248
-0.4% -$14.6K 2.87% 12
2015
Q3 		$3.89M Sell
66,222
-3,094
-4% -$180K 2.88% 12
2015
Q2 		$4M Buy
69,316
+2,750
+4% +$160K 2.74% 12
2015
Q1 		$3.94M Buy
66,566
+2,370
+4% +$140K 2.72% 13
2014
Q4 		$3.78M Buy
64,196
+546
+0.9% +$32.1K 2.73% 12
2014
Q3 		$3.71M Buy
63,650
+1,396
+2% +$81K 2.72% 13
2014
Q2 		$3.61M Buy
62,254
+4,964
+9% +$285K 2.57% 14
2014
Q1 		$3.24M Buy
57,290
+6,220
+12% +$349K 2.49% 14
2013
Q4 		$2.78M Buy
+51,070
New +$2.8M 2.27% 14

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
NFG
NewFocus Financial Group Vancouver, Washington $340M AUM 17.91% 1-Year Est. Return

Parkside Advisors's CMF Position: Q4 2020 in Review

Parkside Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2020, closing a stake of 133,456 shares — an estimated $8.33M sold.

Parkside Advisors first reported a position in CMF in Q4 2013 and held it in 28 quarters. The position peaked at $8.88M in Q2 2020. 176 funds tracked by Wall St. Rank hold CMF as of Q4 2020.

  • Parkside Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Parkside Advisors sold 133,456 iShares California Muni Bond ETF shares in Q4 2020, an estimated $8.33M.
  • Parkside Advisors first reported a position in iShares California Muni Bond ETF in Q4 2013 and held it in 28 quarters.
  • Parkside Advisors's iShares California Muni Bond ETF position peaked at $8.88M in Q2 2020.
  • 176 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2020.

Based on Parkside Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.