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Resurgent Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Resurgent Financial 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
2023
Q1 		– Sell
-692
Closed -$38.8K – 512
2022
Q4 		$38.8K Buy
+692
New +$38.4K 0.02% 480

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

Resurgent Financial Advisors's CMF Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2023, closing a stake of 692 shares — an estimated $38.8K sold.

Resurgent Financial Advisors first reported a position in CMF in Q4 2022 and held it in 1 quarter. The position peaked at $38.8K in Q4 2022. 205 funds tracked by Wall St. Rank hold CMF as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 692 iShares California Muni Bond ETF shares in Q1 2023, an estimated $38.8K.
  • Resurgent Financial Advisors first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's iShares California Muni Bond ETF position peaked at $38.8K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.