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Callan Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Callan Capital’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
-5,459
Closed -$313K – 186
2023
Q1 		$313K Buy
+5,459
New +$311K 0.04% 143

Other funds holding CMF

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

Callan Capital's CMF Position: Q2 2023 in Review

Callan Capital sold out of iShares California Muni Bond ETF (CMF) in Q2 2023, closing a stake of 5,459 shares — an estimated $313K sold.

Callan Capital first reported a position in CMF in Q1 2023 and held it in 1 quarter. The position peaked at $313K in Q1 2023. 205 funds tracked by Wall St. Rank hold CMF as of Q2 2023.

  • Callan Capital reported no remaining iShares California Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Callan Capital sold 5,459 iShares California Muni Bond ETF shares in Q2 2023, an estimated $313K.
  • Callan Capital first reported a position in iShares California Muni Bond ETF in Q1 2023 and held it in 1 quarter.
  • Callan Capital's iShares California Muni Bond ETF position peaked at $313K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2023.

Based on Callan Capital's 13F filing for Q2 2023, filed 4 Aug 2023.