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

Gradient Capital 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
2019 Q1	–	Sell	-4,750	Closed	-$278K	–	89
2018 Q4	$278K	Sell	4,750 -971	-17%	-$55.9K	0.24%	71
2018 Q3	$332K	Hold	5,721	–	–	0.28%	68
2018 Q2	$335K	Hold	5,721	–	–	0.31%	64
2018 Q1	$334K	Buy	5,721 +1	+0%	+$58	0.33%	57
2017 Q4	$338K	Buy	+5,720	New	+$339K	0.35%	55

Other funds holding CMF

CSIA

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gradient Capital Advisors's CMF Position: Q1 2019 in Review

Gradient Capital Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2019, closing a stake of 4,750 shares — an estimated $278K sold.

Gradient Capital Advisors first reported a position in CMF in Q4 2017 and held it in 5 quarters. The position peaked at $338K in Q4 2017. 135 funds tracked by Wall St. Rank hold CMF as of Q1 2019.

Gradient Capital Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Gradient Capital Advisors sold 4,750 iShares California Muni Bond ETF shares in Q1 2019, an estimated $278K.
Gradient Capital Advisors first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 5 quarters.
Gradient Capital Advisors's iShares California Muni Bond ETF position peaked at $338K in Q4 2017.
135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2019.

Based on Gradient Capital Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.