Abound Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Abound Wealth 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
2024 Q4	–	Sell	-21	Closed	-$1.22K	–	1252
2024 Q3	$1.22K	Buy	+21	New	+$1.21K	﹤0.01%	760
2024 Q1	–	Sell	-5,599	Closed	-$324K	–	1308
2023 Q4	$324K	Buy	+5,599	New	+$312K	0.13%	43

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 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

Abound Wealth Management's CMF Position: Q4 2024 in Review

Abound Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 21 shares — an estimated $1.22K sold.

Abound Wealth Management first reported a position in CMF in Q4 2023 and held it in 2 quarters. The position peaked at $324K in Q4 2023. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

Abound Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 21 iShares California Muni Bond ETF shares in Q4 2024, an estimated $1.22K.
Abound Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 2 quarters.
Abound Wealth Management's iShares California Muni Bond ETF position peaked at $324K in Q4 2023.
300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.