TF
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TIAA FSB’s iShares California Muni Bond ETF CMF Stock Holding History

TIAA FSB’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
2023
Q2 		$8.54M Buy
150,025
+80,064
+114% +$4.56M 0.03% 178
2023
Q1 		$4.02M Buy
+69,961
New +$3.98M 0.01% 213

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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA FSB's CMF Position: Q2 2023 in Review

TIAA FSB increased its iShares California Muni Bond ETF (CMF) stake by 114% in Q2 2023, buying an estimated $4.56M and bringing the position to 150,025 shares worth $8.54M. The position accounts for 0.03% of the portfolio, ranked #178.

TIAA FSB first reported a position in CMF in Q1 2023 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold CMF as of Q2 2023.

  • TIAA FSB held 150,025 shares of iShares California Muni Bond ETF worth $8.54M as of Q2 2023.
  • TIAA FSB bought 80,064 iShares California Muni Bond ETF shares in Q2 2023, an estimated $4.56M.
  • iShares California Muni Bond ETF made up 0.03% of TIAA FSB's portfolio in Q2 2023, its #178 holding.
  • TIAA FSB first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.