Peninsula Wealth, LLC Buys iShares California Muni Bond ETF

May 20, 2021

Investment company Peninsula Wealth, LLC (Current Portfolio) buys iShares California Muni Bond ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Peninsula Wealth, LLC. As of 2021Q1, Peninsula Wealth, LLC owns 20 stocks with a total value of $279 million. These are the details of the buys and sells.

New Purchases: CMF,
Added Positions: VUG, VTV, VCIT, VEA, VWO, VMBS,
Reduced Positions: SNOW, ORCL, BNDX,

For the details of Peninsula Wealth, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/peninsula+wealth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Peninsula Wealth, LLC

Vanguard Growth ETF (VUG) - 247,386 shares, 22.79% of the total portfolio. Shares added by 1.40%
Vanguard Value ETF (VTV) - 432,015 shares, 20.35% of the total portfolio. Shares added by 1.39%
Vanguard FTSE Developed Markets ETF (VEA) - 617,386 shares, 10.86% of the total portfolio. Shares added by 1.53%
Vanguard FTSE Emerging Markets ETF (VWO) - 366,157 shares, 6.83% of the total portfolio. Shares added by 1.04%
Oracle Corp (ORCL) - 259,704 shares, 6.53% of the total portfolio. Shares reduced by 2.8%

New Purchase: iShares California Muni Bond ETF (CMF)

Peninsula Wealth, LLC initiated holding in iShares California Muni Bond ETF. The purchase prices were between $61.55 and $62.91, with an estimated average price of $62.25. The stock is now traded at around $62.390100. The impact to a portfolio due to this purchase was 0.4%. The holding were 18,119 shares as of 2021-03-31.

Here is the complete portfolio of Peninsula Wealth, LLC. Also check out:

1. Peninsula Wealth, LLC's Undervalued Stocks
2. Peninsula Wealth, LLC's Top Growth Companies, and
3. Peninsula Wealth, LLC's High Yield stocks
4. Stocks that Peninsula Wealth, LLC keeps buying

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