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WestHill Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

WestHill Financial Advisors’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
-36
Closed -$2K – 123
2021
Q4 		$2K Hold
36
– – ﹤0.01% 123
2021
Q3 		$2K Buy
+36
New +$2.26K ﹤0.01% 106

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

WestHill Financial Advisors's CMF Position: Q1 2022 in Review

WestHill Financial Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2022, closing a stake of 36 shares — an estimated $2K sold.

WestHill Financial Advisors first reported a position in CMF in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 193 funds tracked by Wall St. Rank hold CMF as of Q1 2022.

  • WestHill Financial Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • WestHill Financial Advisors sold 36 iShares California Muni Bond ETF shares in Q1 2022, an estimated $2K.
  • WestHill Financial Advisors first reported a position in iShares California Muni Bond ETF in Q3 2021 and held it in 2 quarters.
  • WestHill Financial Advisors's iShares California Muni Bond ETF position peaked at $2K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2022.

Based on WestHill Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.