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Belpointe Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-487
Closed -$28K – 1082
2023
Q1 		$28K Sell
487
-616
-56% -$35K ﹤0.01% 2102
2022
Q4 		$61.9K Buy
+1,103
New +$61.2K ﹤0.01% 1484

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Belpointe Asset Management's CMF Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2023, closing a stake of 487 shares — an estimated $28K sold.

Belpointe Asset Management first reported a position in CMF in Q4 2022 and held it in 2 quarters. The position peaked at $61.9K in Q4 2022. 205 funds tracked by Wall St. Rank hold CMF as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares California Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 487 iShares California Muni Bond ETF shares in Q2 2023, an estimated $28K.
  • Belpointe Asset Management first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares California Muni Bond ETF position peaked at $61.9K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.