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Alpha Financial Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Alpha Financial Partners’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
-92,516
Closed -$5.38M – 91
2024
Q3 		$5.38M Buy
+92,516
New +$5.33M 3.83% 6

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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

Alpha Financial Partners's CMF Position: Q4 2024 in Review

Alpha Financial Partners sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 92,516 shares — an estimated $5.38M sold.

Alpha Financial Partners first reported a position in CMF in Q3 2024 and held it in 1 quarter. The position peaked at $5.38M in Q3 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • Alpha Financial Partners reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 92,516 iShares California Muni Bond ETF shares in Q4 2024, an estimated $5.38M.
  • Alpha Financial Partners first reported a position in iShares California Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's iShares California Muni Bond ETF position peaked at $5.38M in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.