Bartlett & Co Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Bartlett & Co Wealth Management’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
2019 Q1	–	Sell	-150	Closed	-$8.77K	–	741
2018 Q4	$8.77K	Hold	150	–	–	﹤0.01%	589
2018 Q3	$8.7K	Hold	150	–	–	﹤0.01%	612
2018 Q2	$8.78K	Hold	150	–	–	﹤0.01%	601
2018 Q1	$8.76K	Buy	+150	New	+$8.77K	﹤0.01%	620

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bartlett & Co Wealth Management's CMF Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2019, closing a stake of 150 shares — an estimated $8.77K sold.

Bartlett & Co Wealth Management first reported a position in CMF in Q1 2018 and held it in 4 quarters. The position peaked at $8.78K in Q2 2018. 135 funds tracked by Wall St. Rank hold CMF as of Q1 2019.

Bartlett & Co Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 150 iShares California Muni Bond ETF shares in Q1 2019, an estimated $8.77K.
Bartlett & Co Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2018 and held it in 4 quarters.
Bartlett & Co Wealth Management's iShares California Muni Bond ETF position peaked at $8.78K in Q2 2018.
135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.