Prio Wealth Limited Partnership’s iShares California Muni Bond ETF CMF Stock Holding History

Prio Wealth Limited Partnership’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	-4,600	Closed	-$258K	–	247
2022 Q4	$258K	Hold	4,600	–	–	0.01%	224
2022 Q3	$249K	Hold	4,600	–	–	0.01%	225
2022 Q2	$260K	Hold	4,600	–	–	0.01%	231
2022 Q1	$268K	Hold	4,600	–	–	0.01%	237
2021 Q4	$287K	Hold	4,600	–	–	0.01%	241
2021 Q3	$286K	Hold	4,600	–	–	0.01%	234
2021 Q2	$288K	Hold	4,600	–	–	0.01%	238
2021 Q1	$286K	Hold	4,600	–	–	0.01%	243
2020 Q4	$289K	Hold	4,600	–	–	0.01%	244
2020 Q3	$287K	Hold	4,600	–	–	0.01%	218
2020 Q2	$286K	Hold	4,600	–	–	0.01%	211
2020 Q1	$278K	Hold	4,600	–	–	0.02%	202
2019 Q4	$282K	Hold	4,600	–	–	0.01%	225
2019 Q3	$282K	Buy	+4,600	New	+$282K	0.01%	217

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Prio Wealth Limited Partnership's CMF Position: Q1 2023 in Review

Prio Wealth Limited Partnership sold out of iShares California Muni Bond ETF (CMF) in Q1 2023, closing a stake of 4,600 shares — an estimated $258K sold.

Prio Wealth Limited Partnership first reported a position in CMF in Q3 2019 and held it in 14 quarters. The position peaked at $289K in Q4 2020. 205 funds tracked by Wall St. Rank hold CMF as of Q1 2023.

Prio Wealth Limited Partnership reported no remaining iShares California Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Prio Wealth Limited Partnership sold 4,600 iShares California Muni Bond ETF shares in Q1 2023, an estimated $258K.
Prio Wealth Limited Partnership first reported a position in iShares California Muni Bond ETF in Q3 2019 and held it in 14 quarters.
Prio Wealth Limited Partnership's iShares California Muni Bond ETF position peaked at $289K in Q4 2020.
205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2023.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2023, filed 12 May 2023.