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Capstone Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Capstone Financial Advisors’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
2022
Q3 		– Sell
-24,945
Closed -$1.41M – 144
2022
Q2 		$1.41M Buy
+24,945
New +$1.41M 0.12% 43

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Capstone Financial Advisors's CMF Position: Q3 2022 in Review

Capstone Financial Advisors sold out of iShares California Muni Bond ETF (CMF) in Q3 2022, closing a stake of 24,945 shares — an estimated $1.41M sold.

Capstone Financial Advisors first reported a position in CMF in Q2 2022 and held it in 1 quarter. The position peaked at $1.41M in Q2 2022. 193 funds tracked by Wall St. Rank hold CMF as of Q3 2022.

  • Capstone Financial Advisors reported no remaining iShares California Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Capstone Financial Advisors sold 24,945 iShares California Muni Bond ETF shares in Q3 2022, an estimated $1.41M.
  • Capstone Financial Advisors first reported a position in iShares California Muni Bond ETF in Q2 2022 and held it in 1 quarter.
  • Capstone Financial Advisors's iShares California Muni Bond ETF position peaked at $1.41M in Q2 2022.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2022.

Based on Capstone Financial Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.