Blue Chip Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Blue Chip Partners’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 Q4	–	Sell	-4,388	Closed	-$241K	–	180
2023 Q3	$241K	Sell	4,388 -141	-3%	-$7.93K	0.03%	127
2023 Q2	$258K	Sell	4,529 -276	-6%	-$15.7K	0.03%	127
2023 Q1	$276K	Buy	4,805 +18	+0.4%	+$1.02K	0.03%	120
2022 Q4	$269K	Buy	+4,787	New	+$266K	0.03%	121

Other funds holding CMF

CSIA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Blue Chip Partners's CMF Position: Q4 2023 in Review

Blue Chip Partners sold out of iShares California Muni Bond ETF (CMF) in Q4 2023, closing a stake of 4,388 shares — an estimated $241K sold.

Blue Chip Partners first reported a position in CMF in Q4 2022 and held it in 4 quarters. The position peaked at $276K in Q1 2023. 247 funds tracked by Wall St. Rank hold CMF as of Q4 2023.

Blue Chip Partners reported no remaining iShares California Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Blue Chip Partners sold 4,388 iShares California Muni Bond ETF shares in Q4 2023, an estimated $241K.
Blue Chip Partners first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Blue Chip Partners's iShares California Muni Bond ETF position peaked at $276K in Q1 2023.
247 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2023.

Based on Blue Chip Partners's 13F filing for Q4 2023, filed 5 Feb 2024.