MIAN
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Mariner Independent Advisor Network’s iShares California Muni Bond ETF CMF Stock Holding History

Mariner Independent Advisor Network’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 		$5.16M Sell
95,127
-6,009
-6% -$340K 0.22% 113
2022
Q2 		$5.74M Sell
101,136
-3,121
-3% -$176K 0.24% 103
2022
Q1 		$6.06M Sell
104,257
-7,695
-7% -$463K 0.23% 105
2021
Q4 		$6.97M Sell
111,952
-28,099
-20% -$1.75M 0.33% 72
2021
Q3 		$8.69M Buy
140,051
+31,710
+29% +$1.99M 0.42% 53
2021
Q2 		$6.78M Buy
108,341
+39,023
+56% +$2.44M 0.31% 72
2021
Q1 		$4.3M Buy
69,318
+3,053
+5% +$191K 0.22% 114
2020
Q4 		$4.16M Buy
66,265
+4,966
+8% +$310K 0.22% 109
2020
Q3 		$3.82M Buy
61,299
+2,480
+4% +$155K 0.32% 83
2020
Q2 		$3.65M Buy
58,819
+2,453
+4% +$150K 0.34% 77
2020
Q1 		$3.34M Sell
56,366
-28,094
-33% -$1.72M 0.3% 88
2019
Q4 		$5.17M Buy
84,460
+5,872
+7% +$359K 0.37% 67
2019
Q3 		$4.81M Buy
78,588
+8,698
+12% +$533K 0.37% 71
2019
Q2 		$4.23M Buy
69,890
+7,742
+12% +$464K 0.32% 83
2019
Q1 		$3.69M Buy
62,148
+7,586
+14% +$445K 0.31% 82
2018
Q4 		$3.19M Buy
54,562
+19,806
+57% +$1.14M 0.28% 90
2018
Q3 		$2.01M Buy
+34,756
New +$2.03M 0.25% 88

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 $857M AUM 38.3% 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

Mariner Independent Advisor Network's CMF Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares California Muni Bond ETF (CMF) stake by 5.9% in Q3 2022, selling an estimated $340K and leaving 95,127 shares worth $5.16M. The position accounts for 0.22% of the portfolio, ranked #113.

Mariner Independent Advisor Network first reported a position in CMF in Q3 2018 and has held it in 17 quarters since. The position peaked at $8.69M in Q3 2021. 193 funds tracked by Wall St. Rank hold CMF as of Q3 2022.

  • Mariner Independent Advisor Network held 95,127 shares of iShares California Muni Bond ETF worth $5.16M as of Q3 2022.
  • Mariner Independent Advisor Network sold 6,009 iShares California Muni Bond ETF shares in Q3 2022, an estimated $340K.
  • iShares California Muni Bond ETF made up 0.22% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #113 holding.
  • Mariner Independent Advisor Network first reported a position in iShares California Muni Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • Mariner Independent Advisor Network's iShares California Muni Bond ETF position peaked at $8.69M in Q3 2021.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.