CIG
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Cairn Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

Cairn Investment Group’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
2021
Q3 		– Sell
-4,012
Closed -$251K – 72
2021
Q2 		$251K Buy
+4,012
New +$251K 0.18% 68

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CSIA
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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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Cairn Investment Group's CMF Position: Q3 2021 in Review

Cairn Investment Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2021, closing a stake of 4,012 shares — an estimated $251K sold.

Cairn Investment Group first reported a position in CMF in Q2 2021 and held it in 1 quarter. The position peaked at $251K in Q2 2021. 189 funds tracked by Wall St. Rank hold CMF as of Q3 2021.

  • Cairn Investment Group reported no remaining iShares California Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cairn Investment Group sold 4,012 iShares California Muni Bond ETF shares in Q3 2021, an estimated $251K.
  • Cairn Investment Group first reported a position in iShares California Muni Bond ETF in Q2 2021 and held it in 1 quarter.
  • Cairn Investment Group's iShares California Muni Bond ETF position peaked at $251K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2021.

Based on Cairn Investment Group's 13F filing for Q3 2021, filed 9 Nov 2021.