Mount Yale Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Mount Yale Investment 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
2021 Q1	–	Sell	-3,692	Closed	-$232K	–	417
2020 Q4	$232K	Sell	3,692 -18	-0.5%	-$1.12K	0.03%	352
2020 Q3	$231K	Sell	3,710 -56	-1%	-$3.5K	0.03%	307
2020 Q2	$234K	Buy	3,766 +11	+0.3%	+$674	0.04%	288
2020 Q1	$227K	Buy	3,755 +8	+0.2%	+$490	0.05%	260
2019 Q4	$233K	Sell	3,747 -373	-9%	-$22.8K	0.04%	297
2019 Q3	$251K	Buy	+4,120	New	+$252K	0.04%	281

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Mount Yale Investment Advisors's CMF Position: Q1 2021 in Review

Mount Yale Investment Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2021, closing a stake of 3,692 shares — an estimated $232K sold.

Mount Yale Investment Advisors first reported a position in CMF in Q3 2019 and held it in 6 quarters. The position peaked at $251K in Q3 2019. 182 funds tracked by Wall St. Rank hold CMF as of Q1 2021.

Mount Yale Investment Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,692 iShares California Muni Bond ETF shares in Q1 2021, an estimated $232K.
Mount Yale Investment Advisors first reported a position in iShares California Muni Bond ETF in Q3 2019 and held it in 6 quarters.
Mount Yale Investment Advisors's iShares California Muni Bond ETF position peaked at $251K in Q3 2019.
182 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2021, filed 4 May 2021.