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

Titus 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
2022 Q2	$366K	Buy	6,484 +15	+0.2%	+$847	0.18%	90
2022 Q1	$376K	Buy	6,469 +8	+0.1%	+$481	0.17%	94
2021 Q4	$403K	Buy	6,461 +16	+0.2%	+$994	0.18%	90
2021 Q3	$400K	Buy	6,445 +12	+0.2%	+$752	0.21%	81
2021 Q2	$403K	Buy	6,433 +13	+0.2%	+$813	0.22%	77
2021 Q1	$399K	Sell	6,420 -210	-3%	-$13.1K	0.23%	73
2020 Q4	$417K	Buy	6,630 +17	+0.3%	+$1.06K	0.26%	73
2020 Q3	$413K	Buy	6,613 +13	+0.2%	+$814	0.29%	62
2020 Q2	$410K	Buy	6,600 +16	+0.2%	+$981	0.32%	60
2020 Q1	$398K	Buy	6,584 +10	+0.2%	+$612	0.38%	52
2019 Q4	$403K	Buy	6,574 +20	+0.3%	+$1.22K	0.4%	56
2019 Q3	$402K	Buy	6,554 +15	+0.2%	+$919	0.37%	52
2019 Q2	$397K	Buy	6,539 +2,009	+44%	+$121K	0.39%	51
2019 Q1	$270	Buy	4,530 +3	+0.1%	+$176	0.24%	79
2018 Q4	$264	Buy	4,527 +8	+0.2%	+$461	0.23%	75
2018 Q3	$262K	Hold	4,519	–	–	0.23%	77
2018 Q2	$265K	Hold	4,519	–	–	0.28%	68
2018 Q1	$264K	Buy	+4,519	New	+$264K	0.25%	61

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

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

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Titus Wealth Management's CMF Position: Q2 2022 in Review

Titus Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 0.23% in Q2 2022, buying an estimated $847 and bringing the position to 6,484 shares worth $366K. The position accounts for 0.18% of the portfolio, ranked #90.

Titus Wealth Management first reported a position in CMF in Q1 2018 and has held it in 18 quarters since. The position peaked at $417K in Q4 2020. 190 funds tracked by Wall St. Rank hold CMF as of Q2 2022.

Titus Wealth Management held 6,484 shares of iShares California Muni Bond ETF worth $366K as of Q2 2022.
Titus Wealth Management bought 15 iShares California Muni Bond ETF shares in Q2 2022, an estimated $847.
iShares California Muni Bond ETF made up 0.18% of Titus Wealth Management's portfolio in Q2 2022, its #90 holding.
Titus Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2018 and has held it in 18 quarters since.
Titus Wealth Management's iShares California Muni Bond ETF position peaked at $417K in Q4 2020.
190 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.