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WealthShield Partners’s iShares California Muni Bond ETF CMF Stock Holding History

WealthShield Partners’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
-600
Closed -$34.8K – 483
2023
Q4 		$34.8K Buy
+600
New +$33.5K 0.01% 378
2020
Q4 		– Sell
-60
Closed -$4K – 305
2020
Q3 		$4K Hold
60
– – ﹤0.01% 366
2020
Q2 		$4K Hold
60
– – ﹤0.01% 307
2020
Q1 		$4K Buy
60
+35
+140% +$2.14K ﹤0.01% 241
2019
Q4 		$2K Buy
+25
New +$1.53K ﹤0.01% 268

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

WealthShield Partners's CMF Position: Q1 2024 in Review

WealthShield Partners sold out of iShares California Muni Bond ETF (CMF) in Q1 2024, closing a stake of 600 shares — an estimated $34.8K sold.

WealthShield Partners first reported a position in CMF in Q4 2019 and held it in 5 quarters. The position peaked at $34.8K in Q4 2023. 257 funds tracked by Wall St. Rank hold CMF as of Q1 2024.

  • WealthShield Partners reported no remaining iShares California Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 600 iShares California Muni Bond ETF shares in Q1 2024, an estimated $34.8K.
  • WealthShield Partners first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 5 quarters.
  • WealthShield Partners's iShares California Muni Bond ETF position peaked at $34.8K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.