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Vanguard Personalized Indexing Management’s iShares California Muni Bond ETF CMF Stock Holding History

Vanguard Personalized Indexing 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
2024
Q1 		– Sell
-3,914
Closed -$227K – 1637
2023
Q4 		$227K Sell
3,914
-257
-6% -$14.3K 0.01% 1355
2023
Q3 		$229K Sell
4,171
-2,144
-34% -$121K 0.01% 1240
2023
Q2 		$360K Buy
6,315
+175
+3% +$9.97K 0.01% 1036
2023
Q1 		$353K Buy
+6,140
New +$349K 0.01% 1035
2022
Q4 		– Sell
-11,091
Closed -$601K – 1288
2022
Q3 		$601K Buy
11,091
+743
+7% +$42.1K 0.03% 709
2022
Q2 		$584K Buy
10,348
+6,503
+169% +$367K 0.03% 743
2022
Q1 		$224K Sell
3,845
-3,735
-49% -$225K 0.01% 1078
2021
Q4 		$472K Hold
7,580
– – 0.03% 716
2021
Q3 		$471K Sell
7,580
-364
-5% -$22.8K 0.04% 542
2021
Q2 		$497K Hold
7,944
– – 0.05% 479
2021
Q1 		$493K Buy
7,944
+564
+8% +$35.3K 0.07% 323
2020
Q4 		$464K Sell
7,380
-6
-0.1% -$375 0.1% 237
2020
Q3 		$461K Buy
7,386
+3,548
+92% +$222K 0.13% 190
2020
Q2 		$239K Hold
3,838
– – 0.11% 250
2020
Q1 		$232K Buy
+3,838
New +$235K 0.14% 196

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Vanguard Personalized Indexing Management's CMF Position: Q1 2024 in Review

Vanguard Personalized Indexing Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2024, closing a stake of 3,914 shares — an estimated $227K sold.

Vanguard Personalized Indexing Management first reported a position in CMF in Q1 2020 and held it in 15 quarters. The position peaked at $601K in Q3 2022. 257 funds tracked by Wall St. Rank hold CMF as of Q1 2024.

  • Vanguard Personalized Indexing Management reported no remaining iShares California Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,914 iShares California Muni Bond ETF shares in Q1 2024, an estimated $227K.
  • Vanguard Personalized Indexing Management first reported a position in iShares California Muni Bond ETF in Q1 2020 and held it in 15 quarters.
  • Vanguard Personalized Indexing Management's iShares California Muni Bond ETF position peaked at $601K in Q3 2022.
  • 257 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2024, filed 9 May 2024.