White Lighthouse Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

White Lighthouse Investment Management’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	–	Sell	-4,000	Closed	-$226K	–	106
2022 Q2	$226K	Sell	4,000 -250	-6%	-$14.1K	0.06%	104
2022 Q1	$247K	Sell	4,250 -2,326	-35%	-$140K	0.06%	104
2021 Q4	$410K	Buy	6,576 +167	+3%	+$10.4K	0.1%	85
2021 Q3	$398K	Hold	6,409	–	–	0.11%	85
2021 Q2	$401K	Buy	+6,409	New	+$401K	0.11%	85

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

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

White Lighthouse Investment Management's CMF Position: Q3 2022 in Review

White Lighthouse Investment Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2022, closing a stake of 4,000 shares — an estimated $226K sold.

White Lighthouse Investment Management first reported a position in CMF in Q2 2021 and held it in 5 quarters. The position peaked at $410K in Q4 2021. 193 funds tracked by Wall St. Rank hold CMF as of Q3 2022.

White Lighthouse Investment Management reported no remaining iShares California Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
White Lighthouse Investment Management sold 4,000 iShares California Muni Bond ETF shares in Q3 2022, an estimated $226K.
White Lighthouse Investment Management first reported a position in iShares California Muni Bond ETF in Q2 2021 and held it in 5 quarters.
White Lighthouse Investment Management's iShares California Muni Bond ETF position peaked at $410K in Q4 2021.
193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2022.

Based on White Lighthouse Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.