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

Wick Capital 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
2022
Q3 		– Sell
-6,100
Closed -$344K – 52
2022
Q2 		$344K Buy
+6,100
New +$345K 0.24% 39
2022
Q1 		– Sell
-4,800
Closed -$299K – 59
2021
Q4 		$299K Buy
+4,800
New +$298K 0.23% 48

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BC
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SC
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B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
OGF
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Wick Capital Partners's CMF Position: Q3 2022 in Review

Wick Capital Partners sold out of iShares California Muni Bond ETF (CMF) in Q3 2022, closing a stake of 6,100 shares — an estimated $344K sold.

Wick Capital Partners first reported a position in CMF in Q4 2021 and held it in 2 quarters. The position peaked at $344K in Q2 2022. 193 funds tracked by Wall St. Rank hold CMF as of Q3 2022.

  • Wick Capital Partners reported no remaining iShares California Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Wick Capital Partners sold 6,100 iShares California Muni Bond ETF shares in Q3 2022, an estimated $344K.
  • Wick Capital Partners first reported a position in iShares California Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Wick Capital Partners's iShares California Muni Bond ETF position peaked at $344K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2022.

Based on Wick Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.