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TFG Advisers’s iShares California Muni Bond ETF CMF Stock Holding History

TFG Advisers’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
2020
Q1 		– Sell
-978
Closed -$59K – 197
2019
Q4 		$59K Buy
+978
New +$59.8K 0.03% 257

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFG Advisers's CMF Position: Q1 2020 in Review

TFG Advisers sold out of iShares California Muni Bond ETF (CMF) in Q1 2020, closing a stake of 978 shares — an estimated $59K sold.

TFG Advisers first reported a position in CMF in Q4 2019 and held it in 1 quarter. The position peaked at $59K in Q4 2019. 162 funds tracked by Wall St. Rank hold CMF as of Q1 2020.

  • TFG Advisers reported no remaining iShares California Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • TFG Advisers sold 978 iShares California Muni Bond ETF shares in Q1 2020, an estimated $59K.
  • TFG Advisers first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • TFG Advisers's iShares California Muni Bond ETF position peaked at $59K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.