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

Gradient Investments’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	–	Sell	-438	Closed	-$27K	–	1149
2020 Q2	$27K	Sell	438 -440	-50%	-$27K	﹤0.01%	473
2020 Q1	$53K	Hold	878	–	–	﹤0.01%	342
2019 Q4	$54K	Hold	878	–	–	﹤0.01%	384
2019 Q3	$54K	Hold	878	–	–	﹤0.01%	378
2019 Q2	$53K	Hold	878	–	–	﹤0.01%	373
2019 Q1	$52K	Hold	878	–	–	﹤0.01%	334
2018 Q4	$51K	Hold	878	–	–	﹤0.01%	337
2018 Q3	$51K	Hold	878	–	–	﹤0.01%	358
2018 Q2	$51K	Hold	878	–	–	﹤0.01%	333
2018 Q1	$51K	Hold	878	–	–	﹤0.01%	337
2017 Q4	$52K	Buy	+878	New	+$52K	﹤0.01%	347
2017 Q3	–	Sell	-678	Closed	-$40K	–	308
2017 Q2	$40K	Hold	678	–	–	﹤0.01%	322
2017 Q1	$39K	Hold	678	–	–	﹤0.01%	329
2016 Q4	$39K	Hold	678	–	–	﹤0.01%	287
2016 Q3	$41K	Hold	678	–	–	﹤0.01%	275
2016 Q2	$41K	Hold	678	–	–	﹤0.01%	273
2016 Q1	$40K	Hold	678	–	–	﹤0.01%	268
2015 Q4	$40K	Hold	678	–	–	0.01%	270
2015 Q3	$40K	Hold	678	–	–	0.01%	246
2015 Q2	$39K	Sell	678 -26	-4%	-$1.51K	0.01%	263
2015 Q1	$42K	Hold	704	–	–	0.01%	261
2014 Q4	$41K	Hold	704	–	–	0.01%	250
2014 Q3	$41K	Hold	704	–	–	0.01%	229
2014 Q2	$41K	Hold	704	–	–	0.01%	231
2014 Q1	$40K	Hold	704	–	–	0.01%	217
2013 Q4	$38K	Hold	704	–	–	0.01%	247
2013 Q3	$38K	Hold	704	–	–	0.01%	189
2013 Q2	$38K	Buy	+704	New	+$40K	0.01%	189

Other funds holding CMF

CSIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gradient Investments's CMF Position: Q3 2020 in Review

Gradient Investments sold out of iShares California Muni Bond ETF (CMF) in Q3 2020, closing a stake of 438 shares — an estimated $27K sold.

Gradient Investments first reported a position in CMF in Q2 2013 and held it in 28 quarters. The position peaked at $54K in Q4 2019. 175 funds tracked by Wall St. Rank hold CMF as of Q3 2020.

Gradient Investments reported no remaining iShares California Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 438 iShares California Muni Bond ETF shares in Q3 2020, an estimated $27K.
Gradient Investments first reported a position in iShares California Muni Bond ETF in Q2 2013 and held it in 28 quarters.
Gradient Investments's iShares California Muni Bond ETF position peaked at $54K in Q4 2019.
175 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.