SEIA
CMF icon

Signature Estate & Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Signature Estate & Investment 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
2024
Q1 		– Sell
-119,441
Closed -$6.92M – 180
2023
Q4 		$6.92M Buy
+119,441
New +$6.67M 0.2% 48
2017
Q4 		– Sell
-1,978
Closed -$117K – 160
2017
Q3 		$117K Sell
1,978
-130
-6% -$7.71K 0.01% 140
2017
Q2 		$124K Buy
2,108
+30
+1% +$1.76K 0.01% 132
2017
Q1 		$121K Hold
2,078
– – 0.02% 178
2016
Q4 		$120K Sell
2,078
-138
-6% -$8.07K 0.02% 143
2016
Q3 		$134K Hold
2,216
– – 0.02% 138
2016
Q2 		$135K Sell
2,216
-388
-15% -$23.4K 0.02% 148
2016
Q1 		$155K Sell
2,604
-436
-14% -$25.9K 0.03% 104
2015
Q4 		$180K Sell
3,040
-38
-1% -$2.23K 0.03% 102
2015
Q3 		$181K Buy
3,078
+26
+0.9% +$1.51K 0.04% 89
2015
Q2 		$176K Sell
3,052
-958
-24% -$55.8K 0.04% 77
2015
Q1 		$237K Buy
4,010
+1,088
+37% +$64.3K 0.06% 70
2014
Q4 		$172K Sell
2,922
-998
-25% -$58.7K 0.06% 67
2014
Q3 		$229K Sell
3,920
-462
-11% -$26.8K 0.08% 59
2014
Q2 		$254K Buy
4,382
+86
+2% +$4.94K 0.09% 56
2014
Q1 		$243K Buy
4,296
+28
+0.7% +$1.57K 0.1% 58
2013
Q4 		$232K Sell
4,268
-6
-0.1% -$329 0.11% 52
2013
Q3 		$233K Buy
4,274
+124
+3% +$6.66K 0.13% 49
2013
Q2 		$224K Buy
+4,150
New +$236K 0.16% 42

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Signature Estate & Investment Advisors's CMF Position: Q1 2024 in Review

Signature Estate & Investment Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2024, closing a stake of 119,441 shares — an estimated $6.92M sold.

Signature Estate & Investment Advisors first reported a position in CMF in Q2 2013 and held it in 19 quarters. The position peaked at $6.92M in Q4 2023. 257 funds tracked by Wall St. Rank hold CMF as of Q1 2024.

  • Signature Estate & Investment Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 119,441 iShares California Muni Bond ETF shares in Q1 2024, an estimated $6.92M.
  • Signature Estate & Investment Advisors first reported a position in iShares California Muni Bond ETF in Q2 2013 and held it in 19 quarters.
  • Signature Estate & Investment Advisors's iShares California Muni Bond ETF position peaked at $6.92M in Q4 2023.
  • 257 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.