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

Spire 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
2024
Q2 		– Sell
-3,026
Closed -$174K – 2235
2024
Q1 		$174K Buy
3,026
+415
+16% +$23.9K ﹤0.01% 810
2023
Q4 		$150K Buy
+2,611
New +$146K ﹤0.01% 855

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Spire Wealth Management's CMF Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2024, closing a stake of 3,026 shares — an estimated $174K sold.

Spire Wealth Management first reported a position in CMF in Q4 2023 and held it in 2 quarters. The position peaked at $174K in Q1 2024. 251 funds tracked by Wall St. Rank hold CMF as of Q2 2024.

  • Spire Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 3,026 iShares California Muni Bond ETF shares in Q2 2024, an estimated $174K.
  • Spire Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 2 quarters.
  • Spire Wealth Management's iShares California Muni Bond ETF position peaked at $174K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.