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Petix & Botte Financial’s iShares California Muni Bond ETF CMF Stock Holding History

Petix & Botte Financial’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
2024
Q2 		– Sell
-16,993
Closed -$978K – 125
2024
Q1 		$978K Buy
+16,993
New +$980K 0.24% 68

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Petix & Botte Financial's CMF Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares California Muni Bond ETF (CMF) in Q2 2024, closing a stake of 16,993 shares — an estimated $978K sold.

Petix & Botte Financial first reported a position in CMF in Q1 2024 and held it in 1 quarter. The position peaked at $978K in Q1 2024. 251 funds tracked by Wall St. Rank hold CMF as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares California Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 16,993 iShares California Muni Bond ETF shares in Q2 2024, an estimated $978K.
  • Petix & Botte Financial first reported a position in iShares California Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares California Muni Bond ETF position peaked at $978K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.