Traverso Chambers Private Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Traverso Chambers Private 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
2023 Q4	$1.22M	Hold	21,079	–	–	0.3%	45
2023 Q3	$1.16M	Hold	21,079	–	–	0.31%	42
2023 Q2	$1.2M	Buy	21,079 +347	+2%	+$19.8K	0.32%	43
2023 Q1	$1.19M	Buy	20,732 +358	+2%	+$20.4K	0.33%	41
2022 Q4	$1.14M	Hold	20,374	–	–	0.33%	43
2022 Q3	$1.1M	Hold	20,374	–	–	0.34%	43
2022 Q2	$1.15M	Hold	20,374	–	–	0.38%	39
2022 Q1	$1.19M	Hold	20,374	–	–	0.35%	40
2021 Q4	$1.27M	Hold	20,374	–	–	0.38%	38
2021 Q3	$1.26M	Buy	20,374 +3	+0%	+$188	0.39%	36
2021 Q2	$1.28M	Buy	20,371 +4	+0%	+$250	0.4%	33
2021 Q1	$1.26M	Buy	20,367 +50	+0.2%	+$3.13K	0.43%	33
2020 Q4	$1.28M	Buy	20,317 +165	+0.8%	+$10.3K	0.46%	31
2020 Q3	$1.26M	Buy	20,152 +4	+0%	+$250	0.49%	30
2020 Q2	$1.25M	Buy	20,148 +299	+2%	+$18.3K	0.53%	29
2020 Q1	$1.2M	Sell	19,849 -31	-0.2%	-$1.9K	0.57%	29
2019 Q4	$1.22M	Buy	19,880 +411	+2%	+$25.1K	0.52%	31
2019 Q3	$1.19M	Buy	19,469 +408	+2%	+$25K	0.57%	28
2019 Q2	$1.16M	Hold	19,061	–	–	0.56%	29
2019 Q1	$1.14M	Sell	19,061 -4,755	-20%	-$279K	0.56%	29
2018 Q4	$1.39M	Buy	+23,816	New	+$1.37M	0.75%	23

Other funds holding CMF

CSIA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Traverso Chambers Private Wealth Management's CMF Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q4 2023 at 21,079 shares worth $1.22M. The position accounts for 0.3% of the portfolio, ranked #45.

Traverso Chambers Private Wealth Management first reported a position in CMF in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.39M in Q4 2018. 247 funds tracked by Wall St. Rank hold CMF as of Q4 2023.

Traverso Chambers Private Wealth Management held 21,079 shares of iShares California Muni Bond ETF worth $1.22M as of Q4 2023.
Traverso Chambers Private Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q4 2023.
iShares California Muni Bond ETF made up 0.3% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #45 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's iShares California Muni Bond ETF position peaked at $1.39M in Q4 2018.
247 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.