Atria Wealth Solutions’s iShares California Muni Bond ETF CMF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$220K	Sell	3,950 -2,326	-37%	-$129K	0.01%	1337
2025 Q1	$353K	Sell	6,276 -5,745	-48%	-$327K	﹤0.01%	1384
2024 Q4	$689K	Buy	12,021 +468	+4%	+$26.9K	0.01%	1087
2024 Q3	$671K	Buy	11,553 +6,304	+120%	+$363K	0.01%	1092
2024 Q2	$299K	Buy	5,249 +36	+0.7%	+$2.05K	﹤0.01%	1505
2024 Q1	$300K	Buy	5,213 +23	+0.4%	+$1.33K	﹤0.01%	1556
2023 Q4	$301K	Buy	+5,190	New	+$290K	﹤0.01%	1500
2023 Q2	–	Sell	-65,765	Closed	-$3.78M	–	1886
2023 Q1	$3.78M	Buy	65,765 +5,095	+8%	+$290K	0.06%	341
2022 Q4	$3.4M	Buy	60,670 +893	+1%	+$49.6K	0.05%	348
2022 Q3	$3.24M	Buy	+59,777	New	+$3.38M	0.06%	330

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's CMF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares California Muni Bond ETF (CMF) stake by 37% in Q2 2025, selling an estimated $129K and leaving 3,950 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1337.

Atria Wealth Solutions first reported a position in CMF in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.78M in Q1 2023. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

Atria Wealth Solutions held 3,950 shares of iShares California Muni Bond ETF worth $220K as of Q2 2025.
Atria Wealth Solutions sold 2,326 iShares California Muni Bond ETF shares in Q2 2025, an estimated $129K.
iShares California Muni Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1337 holding.
Atria Wealth Solutions first reported a position in iShares California Muni Bond ETF in Q3 2022 and has held it in 10 quarters since.
Atria Wealth Solutions's iShares California Muni Bond ETF position peaked at $3.78M in Q1 2023.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.