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Vista Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Vista Investment 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
2021
Q2 		– Sell
-3,439
Closed -$214K – 158
2021
Q1 		$214K Hold
3,439
– – 0.13% 146
2020
Q4 		$216K Buy
+3,439
New +$215K 0.14% 137

Other funds holding CMF

CSIA
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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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vista Investment Management's CMF Position: Q2 2021 in Review

Vista Investment Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2021, closing a stake of 3,439 shares — an estimated $214K sold.

Vista Investment Management first reported a position in CMF in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q4 2020. 188 funds tracked by Wall St. Rank hold CMF as of Q2 2021.

  • Vista Investment Management reported no remaining iShares California Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Vista Investment Management sold 3,439 iShares California Muni Bond ETF shares in Q2 2021, an estimated $214K.
  • Vista Investment Management first reported a position in iShares California Muni Bond ETF in Q4 2020 and held it in 2 quarters.
  • Vista Investment Management's iShares California Muni Bond ETF position peaked at $216K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2021.

Based on Vista Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.