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Personal Financial Consultants’s iShares California Muni Bond ETF CMF Stock Holding History

Personal Financial Consultants’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
Q2 		$906K Sell
14,949
-4,143
-22% -$249K 0.68% 14
2019
Q1 		$1.14M Sell
19,092
-3,593
-16% -$211K 0.87% 14
2018
Q4 		$1.33M Sell
22,685
-8,869
-28% -$511K 1.12% 18
2018
Q3 		$1.83M Buy
+31,554
New +$1.84M 1.33% 12

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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

Personal Financial Consultants's CMF Position: Q2 2019 in Review

Personal Financial Consultants reduced its iShares California Muni Bond ETF (CMF) stake by 22% in Q2 2019, selling an estimated $249K and leaving 14,949 shares worth $906K. The position accounts for 0.68% of the portfolio, ranked #14.

Personal Financial Consultants first reported a position in CMF in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.83M in Q3 2018. 135 funds tracked by Wall St. Rank hold CMF as of Q2 2019.

  • Personal Financial Consultants held 14,949 shares of iShares California Muni Bond ETF worth $906K as of Q2 2019.
  • Personal Financial Consultants sold 4,143 iShares California Muni Bond ETF shares in Q2 2019, an estimated $249K.
  • iShares California Muni Bond ETF made up 0.68% of Personal Financial Consultants's portfolio in Q2 2019, its #14 holding.
  • Personal Financial Consultants first reported a position in iShares California Muni Bond ETF in Q3 2018 and has held it in 4 quarters since.
  • Personal Financial Consultants's iShares California Muni Bond ETF position peaked at $1.83M in Q3 2018.
  • 135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.