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

SeaCrest 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
2022
Q3 		– Sell
-750
Closed -$42K – 788
2022
Q2 		$42K Buy
+750
New +$42.4K 0.01% 1194

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BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SC
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B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

SeaCrest Wealth Management's CMF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2022, closing a stake of 750 shares — an estimated $42K sold.

SeaCrest Wealth Management first reported a position in CMF in Q2 2022 and held it in 1 quarter. The position peaked at $42K in Q2 2022. 193 funds tracked by Wall St. Rank hold CMF as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 750 iShares California Muni Bond ETF shares in Q3 2022, an estimated $42K.
  • SeaCrest Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's iShares California Muni Bond ETF position peaked at $42K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.