Wealthspire Advisors (Maryland)’s iShares California Muni Bond ETF CMF Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-500	Closed	-$30K	–	756
2019 Q1	$30K	Hold	500	–	–	﹤0.01%	1106
2018 Q4	$29K	Hold	500	–	–	﹤0.01%	1062
2018 Q3	$29K	Hold	500	–	–	﹤0.01%	1164
2018 Q2	$29K	Hold	500	–	–	﹤0.01%	1167
2018 Q1	$29K	Hold	500	–	–	﹤0.01%	1171
2017 Q4	$30K	Hold	500	–	–	﹤0.01%	1191
2017 Q3	$30K	Hold	500	–	–	﹤0.01%	1159
2017 Q2	$29K	Buy	+500	New	+$29.4K	﹤0.01%	1130

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 $8.53B AUM 21.43% 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

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

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

Wealthspire Advisors (Maryland)'s CMF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares California Muni Bond ETF (CMF) in Q2 2019, closing a stake of 500 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in CMF in Q2 2017 and held it in 8 quarters. The position peaked at $30K in Q1 2019. 135 funds tracked by Wall St. Rank hold CMF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares California Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 500 iShares California Muni Bond ETF shares in Q2 2019, an estimated $30K.
Wealthspire Advisors (Maryland) first reported a position in iShares California Muni Bond ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares California Muni Bond ETF position peaked at $30K in Q1 2019.
135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.