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Spectrum Wealth Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History

Spectrum Wealth Advisory Group’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
2019
Q2 		– Sell
-6,433
Closed -$383K – 34
2019
Q1 		$383K Buy
+6,433
New +$378K 0.6% 23

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Wealth Advisory Group's CMF Position: Q2 2019 in Review

Spectrum Wealth Advisory Group sold out of iShares California Muni Bond ETF (CMF) in Q2 2019, closing a stake of 6,433 shares — an estimated $383K sold.

Spectrum Wealth Advisory Group first reported a position in CMF in Q1 2019 and held it in 1 quarter. The position peaked at $383K in Q1 2019. 135 funds tracked by Wall St. Rank hold CMF as of Q2 2019.

  • Spectrum Wealth Advisory Group reported no remaining iShares California Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 6,433 iShares California Muni Bond ETF shares in Q2 2019, an estimated $383K.
  • Spectrum Wealth Advisory Group first reported a position in iShares California Muni Bond ETF in Q1 2019 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's iShares California Muni Bond ETF position peaked at $383K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2019.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2019, filed 7 Aug 2019.