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

Total Clarity 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 Q1	–	Sell	-42	Closed	-$3K	–	336
2021 Q4	$3K	Buy	42 +1	+2%	+$62	﹤0.01%	871
2021 Q3	$3K	Buy	+41	New	+$2.57K	﹤0.01%	886
2021 Q2	–	Sell	-41	Closed	-$3K	–	287
2021 Q1	$3K	Buy	+41	New	+$2.56K	﹤0.01%	748
2020 Q1	–	Sell	-40	Closed	-$2K	–	177
2019 Q4	$2K	Buy	+40	New	+$2.45K	﹤0.01%	647

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Total Clarity Wealth Management's CMF Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2022, closing a stake of 42 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in CMF in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 193 funds tracked by Wall St. Rank hold CMF as of Q1 2022.

Total Clarity Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 42 iShares California Muni Bond ETF shares in Q1 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's iShares California Muni Bond ETF position peaked at $3K in Q4 2021.
193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.