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Cornerstone Advisors (Washington)’s iShares California Muni Bond ETF CMF Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$222K Hold
3,561
– – 0.02% 101
2020
Q2 		$221K Sell
3,561
-659
-16% -$40.4K 0.02% 88
2020
Q1 		$255K Hold
4,220
– – 0.04% 65
2019
Q4 		$258K Hold
4,220
– – 0.03% 76
2019
Q3 		$259K Buy
+4,220
New +$258K 0.03% 68

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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
NFG
NewFocus Financial Group Vancouver, Washington $340M AUM 17.91% 1-Year Est. Return

Cornerstone Advisors (Washington)'s CMF Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its iShares California Muni Bond ETF (CMF) position steady in Q3 2020 at 3,561 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #101.

Cornerstone Advisors (Washington) first reported a position in CMF in Q3 2019 and has held it in 5 quarters since. The position peaked at $259K in Q3 2019. 175 funds tracked by Wall St. Rank hold CMF as of Q3 2020.

  • Cornerstone Advisors (Washington) held 3,561 shares of iShares California Muni Bond ETF worth $222K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its iShares California Muni Bond ETF share count unchanged in Q3 2020.
  • iShares California Muni Bond ETF made up 0.02% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #101 holding.
  • Cornerstone Advisors (Washington) first reported a position in iShares California Muni Bond ETF in Q3 2019 and has held it in 5 quarters since.
  • Cornerstone Advisors (Washington)'s iShares California Muni Bond ETF position peaked at $259K in Q3 2019.
  • 175 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.