Principal Financial Group
CMF icon

Principal Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Principal Financial Group’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
2023
Q1 		– Sell
-23,402
Closed -$1.31M – 2471
2022
Q4 		$1.31M Hold
23,402
– – ﹤0.01% 1827
2022
Q3 		$1.27M Hold
23,402
– – ﹤0.01% 1798
2022
Q2 		$1.32M Buy
+23,402
New +$1.32M ﹤0.01% 1871
2022
Q1 		– Sell
-54,424
Closed -$3.39M – 2554
2021
Q4 		$3.39M Sell
54,424
-1,712
-3% -$106K ﹤0.01% 1772
2021
Q3 		$3.48M Buy
56,136
+26,558
+90% +$1.66M ﹤0.01% 1782
2021
Q2 		$1.85M Hold
29,578
– – ﹤0.01% 1932
2021
Q1 		$1.84M Sell
29,578
-13,000
-31% -$813K ﹤0.01% 1870
2020
Q4 		$2.67M Sell
42,578
-57,153
-57% -$3.57M ﹤0.01% 1742
2020
Q3 		$6.22M Hold
99,731
– – 0.01% 1350
2020
Q2 		$6.2M Buy
99,731
+59,659
+149% +$3.66M 0.01% 1337
2020
Q1 		$2.42M Sell
40,072
-101,046
-72% -$6.19M ﹤0.01% 1545
2019
Q4 		$8.64M Sell
141,118
-152,292
-52% -$9.32M 0.01% 1319
2019
Q3 		$18M Buy
293,410
+155,910
+113% +$9.55M 0.02% 842
2019
Q2 		$8.34M Buy
+137,500
New +$8.25M 0.01% 1319
2018
Q1 		– Sell
-51,000
Closed -$3.02M – 2213
2017
Q4 		$3.02M Sell
51,000
-33,000
-39% -$1.95M ﹤0.01% 1697
2017
Q3 		$4.98M Buy
+84,000
New +$4.98M ﹤0.01% 1559

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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Principal Financial Group's CMF Position: Q1 2023 in Review

Principal Financial Group sold out of iShares California Muni Bond ETF (CMF) in Q1 2023, closing a stake of 23,402 shares — an estimated $1.31M sold.

Principal Financial Group first reported a position in CMF in Q3 2017 and held it in 16 quarters. The position peaked at $18M in Q3 2019. 205 funds tracked by Wall St. Rank hold CMF as of Q1 2023.

  • Principal Financial Group reported no remaining iShares California Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 23,402 iShares California Muni Bond ETF shares in Q1 2023, an estimated $1.31M.
  • Principal Financial Group first reported a position in iShares California Muni Bond ETF in Q3 2017 and held it in 16 quarters.
  • Principal Financial Group's iShares California Muni Bond ETF position peaked at $18M in Q3 2019.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.