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

Sheets Smith 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
-1,007
Closed -$55.2K – 367
2023
Q3 		$55.2K Buy
+1,007
New +$56.6K 0.01% 379

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

Sheets Smith Wealth Management's CMF Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2023, closing a stake of 1,007 shares — an estimated $55.2K sold.

Sheets Smith Wealth Management first reported a position in CMF in Q3 2023 and held it in 1 quarter. The position peaked at $55.2K in Q3 2023. 247 funds tracked by Wall St. Rank hold CMF as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,007 iShares California Muni Bond ETF shares in Q4 2023, an estimated $55.2K.
  • Sheets Smith Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares California Muni Bond ETF position peaked at $55.2K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.