Westshore Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Westshore Wealth’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	–	Sell	-5,321	Closed	-$292K	–	98
2023 Q3	$292K	Buy	5,321 +54	+1%	+$3.04K	0.16%	52
2023 Q2	$300K	Buy	5,267 +20	+0.4%	+$1.14K	0.15%	64
2023 Q1	$301K	Buy	5,247 +27	+0.5%	+$1.54K	0.16%	69
2022 Q4	$293K	Buy	+5,220	New	+$290K	0.17%	72

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

Westshore Wealth's CMF Position: Q4 2023 in Review

Westshore Wealth sold out of iShares California Muni Bond ETF (CMF) in Q4 2023, closing a stake of 5,321 shares — an estimated $292K sold.

Westshore Wealth first reported a position in CMF in Q4 2022 and held it in 4 quarters. The position peaked at $301K in Q1 2023. 247 funds tracked by Wall St. Rank hold CMF as of Q4 2023.

Westshore Wealth reported no remaining iShares California Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Westshore Wealth sold 5,321 iShares California Muni Bond ETF shares in Q4 2023, an estimated $292K.
Westshore Wealth first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Westshore Wealth's iShares California Muni Bond ETF position peaked at $301K in Q1 2023.
247 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2023.

Based on Westshore Wealth's 13F filing for Q4 2023, filed 15 Feb 2024.