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Aspiriant LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Aspiriant LLC’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
2016
Q2 		– Sell
-9,816
Closed -$586K – 180
2016
Q1 		$586K Hold
9,816
– – 0.06% 125
2015
Q4 		$580K Hold
9,816
– – 0.06% 53
2015
Q3 		$576K Hold
9,816
– – 0.05% 65
2015
Q2 		$567K Hold
9,816
– – 0.06% 68
2015
Q1 		$580K Hold
9,816
– – 0.08% 55
2014
Q4 		$578K Buy
9,816
+5,982
+156% +$352K 0.08% 58
2014
Q3 		$224K Hold
3,834
– – 0.03% 74
2014
Q2 		$222K Hold
3,834
– – 0.03% 75
2014
Q1 		$217K Buy
+3,834
New +$215K 0.03% 78

Other funds holding CMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC's CMF Position: Q2 2016 in Review

Aspiriant LLC sold out of iShares California Muni Bond ETF (CMF) in Q2 2016, closing a stake of 9,816 shares — an estimated $586K sold.

Aspiriant LLC first reported a position in CMF in Q1 2014 and held it in 9 quarters. The position peaked at $586K in Q1 2016. 72 funds tracked by Wall St. Rank hold CMF as of Q2 2016.

  • Aspiriant LLC reported no remaining iShares California Muni Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Aspiriant LLC sold 9,816 iShares California Muni Bond ETF shares in Q2 2016, an estimated $586K.
  • Aspiriant LLC first reported a position in iShares California Muni Bond ETF in Q1 2014 and held it in 9 quarters.
  • Aspiriant LLC's iShares California Muni Bond ETF position peaked at $586K in Q1 2016.
  • 72 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2016.

Based on Aspiriant LLC's 13F filing for Q2 2016, filed 9 Aug 2016.