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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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.