Retirement Capital Strategies’s iShares California Muni Bond ETF CMF Stock Holding History

Retirement Capital Strategies’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
2020 Q1	–	Sell	-5,539	Closed	-$339K	–	41
2019 Q4	$339K	Sell	5,539 -2,313	-29%	-$141K	0.16%	40
2019 Q3	$481K	Sell	7,852 -796	-9%	-$48.7K	0.24%	32
2019 Q2	$525K	Sell	8,648 -10	-0.1%	-$600	0.26%	32
2019 Q1	$516K	Sell	8,658 -5,048	-37%	-$296K	0.26%	32
2018 Q4	$801K	Sell	13,706 -96	-0.7%	-$5.53K	0.45%	27
2018 Q3	$800K	Buy	+13,802	New	+$806K	0.39%	24

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Capital Strategies's CMF Position: Q1 2020 in Review

Retirement Capital Strategies sold out of iShares California Muni Bond ETF (CMF) in Q1 2020, closing a stake of 5,539 shares — an estimated $339K sold.

Retirement Capital Strategies first reported a position in CMF in Q3 2018 and held it in 6 quarters. The position peaked at $801K in Q4 2018. 162 funds tracked by Wall St. Rank hold CMF as of Q1 2020.

Retirement Capital Strategies reported no remaining iShares California Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Retirement Capital Strategies sold 5,539 iShares California Muni Bond ETF shares in Q1 2020, an estimated $339K.
Retirement Capital Strategies first reported a position in iShares California Muni Bond ETF in Q3 2018 and held it in 6 quarters.
Retirement Capital Strategies's iShares California Muni Bond ETF position peaked at $801K in Q4 2018.
162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2020.

Based on Retirement Capital Strategies's 13F filing for Q1 2020, filed 14 May 2020.