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Ritholtz Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-4,206
Closed -$231K – 765
2023
Q3 		$231K Buy
+4,206
New +$237K 0.01% 616

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ritholtz Wealth Management's CMF Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2023, closing a stake of 4,206 shares — an estimated $231K sold.

Ritholtz Wealth Management first reported a position in CMF in Q3 2023 and held it in 1 quarter. The position peaked at $231K in Q3 2023. 247 funds tracked by Wall St. Rank hold CMF as of Q4 2023.

  • Ritholtz Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,206 iShares California Muni Bond ETF shares in Q4 2023, an estimated $231K.
  • Ritholtz Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's iShares California Muni Bond ETF position peaked at $231K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.