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PCA
Personal Capital Advisors’s
iShares California Muni Bond ETF
CMF
Stock Holding History
Personal Capital Advisors’s Portfolio
CMF Stock Details
CMF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$1.19M
Buy
21,297
+85
+0.4%
+$4.72K
0.01%
231
2022
Q3
$1.15M
Buy
21,212
+695
+3%
+$39.3K
0.01%
229
2022
Q2
$1.16M
Buy
20,517
+454
+2%
+$25.6K
0.01%
227
2022
Q1
$1.17M
Buy
20,063
+1,201
+6%
+$72.3K
0.01%
240
2021
Q4
$1.18M
Sell
18,862
-5,871
-24%
-$365K
0.01%
257
2021
Q3
$1.53M
Buy
24,733
+1,394
+6%
+$87.4K
0.01%
235
2021
Q2
$1.46M
Sell
23,339
-375
-2%
-$23.4K
0.01%
239
2021
Q1
$1.47M
Buy
23,714
+7,560
+47%
+$473K
0.01%
234
2020
Q4
$1.01M
Sell
16,154
-4,386
-21%
-$274K
0.01%
248
2020
Q3
$1.28M
Buy
20,540
+6,660
+48%
+$417K
0.01%
240
2020
Q2
$863K
Sell
13,880
-34
-0.2%
-$2.08K
0.01%
232
2020
Q1
$842K
Buy
13,914
+344
+3%
+$21.1K
0.01%
232
2019
Q4
$831K
Buy
13,570
+2,405
+22%
+$147K
0.01%
239
2019
Q3
$684K
Buy
11,165
+1,089
+11%
+$66.7K
0.01%
236
2019
Q2
$611K
Buy
10,076
+759
+8%
+$45.5K
0.01%
232
2019
Q1
$555K
Buy
9,317
+1,738
+23%
+$102K
0.01%
230
2018
Q4
$443K
Sell
7,579
-502
-6%
-$28.9K
0.01%
235
2018
Q3
$469K
Buy
8,081
+1,931
+31%
+$113K
0.01%
227
2018
Q2
$360K
Buy
6,150
+947
+18%
+$55.1K
0.01%
227
2018
Q1
$304K
Buy
5,203
+734
+16%
+$42.9K
﹤0.01%
222
2017
Q4
$264K
Buy
4,469
+337
+8%
+$20K
﹤0.01%
212
2017
Q3
$245K
Buy
+4,132
New
+$245K
﹤0.01%
206
Other funds holding CMF
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
B
Bailard
Foster City, California
$4.35B AUM
23.57%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
MMA
Miracle Mile Advisors
Los Angeles, California
$7.28B AUM
16.22%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
SC
Slow Capital
Greenbrae, California
$770M AUM
33.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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