PCA
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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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Personal Capital Advisors's CMF Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.4% in Q4 2022, buying an estimated $4.72K and bringing the position to 21,297 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #231.

Personal Capital Advisors first reported a position in CMF in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.53M in Q3 2021. 209 funds tracked by Wall St. Rank hold CMF as of Q4 2022.

  • Personal Capital Advisors held 21,297 shares of iShares California Muni Bond ETF worth $1.19M as of Q4 2022.
  • Personal Capital Advisors bought 85 iShares California Muni Bond ETF shares in Q4 2022, an estimated $4.72K.
  • iShares California Muni Bond ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #231 holding.
  • Personal Capital Advisors first reported a position in iShares California Muni Bond ETF in Q3 2017 and has held it in 22 quarters since.
  • Personal Capital Advisors's iShares California Muni Bond ETF position peaked at $1.53M in Q3 2021.
  • 209 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.