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

Bartlett & Co’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	-$9K	–	715
2018 Q4	$9K	Hold	150	–	–	﹤0.01%	586
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	606
2018 Q2	$9K	Hold	150	–	–	﹤0.01%	598
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	614
2017 Q4	$9K	Hold	150	–	–	﹤0.01%	595
2017 Q3	$9K	Hold	150	–	–	﹤0.01%	586
2017 Q2	$9K	Hold	150	–	–	﹤0.01%	592
2017 Q1	$9K	Hold	150	–	–	﹤0.01%	607
2016 Q4	$9K	Hold	150	–	–	﹤0.01%	599
2016 Q3	$9K	Hold	150	–	–	﹤0.01%	604
2016 Q2	$9K	Hold	150	–	–	﹤0.01%	616
2016 Q1	$9K	Hold	150	–	–	﹤0.01%	608
2015 Q4	$9K	Buy	+150	New	+$8.81K	﹤0.01%	617

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 $1.37T AUM 24.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bartlett & Co sold out of iShares California Muni Bond ETF (CMF) in Q1 2019, closing a stake of 150 shares — an estimated $9K sold.

Bartlett & Co first reported a position in CMF in Q4 2015 and held it in 13 quarters. The position peaked at $9K in Q4 2018. 135 funds tracked by Wall St. Rank hold CMF as of Q1 2019.

Bartlett & Co reported no remaining iShares California Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Bartlett & Co sold 150 iShares California Muni Bond ETF shares in Q1 2019, an estimated $9K.
Bartlett & Co first reported a position in iShares California Muni Bond ETF in Q4 2015 and held it in 13 quarters.
Bartlett & Co's iShares California Muni Bond ETF position peaked at $9K in Q4 2018.
135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2019.

Based on Bartlett & Co's 13F filing for Q1 2019, filed 23 Apr 2019.