Silicon Valley Capital Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Silicon Valley Capital Partners’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 Q2	–	Sell	-5	Closed	-$265	–	309
2024 Q1	$265	Hold	5	–	–	﹤0.01%	292
2023 Q4	$285	Hold	5	–	–	﹤0.01%	319
2023 Q3	$267	Hold	5	–	–	﹤0.01%	276
2023 Q2	$276	Hold	5	–	–	﹤0.01%	289
2023 Q1	$276	Hold	5	–	–	﹤0.01%	222
2022 Q4	$269	Sell	5 -32,801	-100%	-$1.82M	﹤0.01%	189
2022 Q3	$1.78M	Sell	32,806 -35	-0.1%	-$1.98K	0.39%	20
2022 Q2	$1.85M	Sell	32,841 -637	-2%	-$36K	0.39%	19
2022 Q1	$1.95M	Sell	33,478 -156	-0.5%	-$9.39K	0.32%	22
2021 Q4	$2.1M	Buy	+33,634	New	+$2.09M	0.33%	20
2020 Q4	–	Sell	-41,456	Closed	-$2.59M	–	64
2020 Q3	$2.59M	Buy	+41,456	New	+$2.59M	0.65%	14

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Silicon Valley Capital Partners's CMF Position: Q2 2024 in Review

Silicon Valley Capital Partners sold out of iShares California Muni Bond ETF (CMF) in Q2 2024, closing a stake of 5 shares — an estimated $265 sold.

Silicon Valley Capital Partners first reported a position in CMF in Q3 2020 and held it in 11 quarters. The position peaked at $2.59M in Q3 2020. 251 funds tracked by Wall St. Rank hold CMF as of Q2 2024.

Silicon Valley Capital Partners reported no remaining iShares California Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 5 iShares California Muni Bond ETF shares in Q2 2024, an estimated $265.
Silicon Valley Capital Partners first reported a position in iShares California Muni Bond ETF in Q3 2020 and held it in 11 quarters.
Silicon Valley Capital Partners's iShares California Muni Bond ETF position peaked at $2.59M in Q3 2020.
251 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2024, filed 30 Oct 2024.