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Avidian Wealth Enterprises’s iShares California Muni Bond ETF CMF Stock Holding History

Avidian Wealth Enterprises’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
-4,100
Closed -$238K – 514
2024
Q3 		$238K Hold
4,100
– – 0.01% 448
2024
Q2 		$233K Hold
4,100
– – 0.01% 450
2024
Q1 		$236K Hold
4,100
– – 0.01% 394
2023
Q4 		$238K Buy
+4,100
New +$229K 0.01% 380

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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

Avidian Wealth Enterprises's CMF Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 4,100 shares — an estimated $238K sold.

Avidian Wealth Enterprises first reported a position in CMF in Q4 2023 and held it in 4 quarters. The position peaked at $238K in Q3 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • Avidian Wealth Enterprises reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,100 iShares California Muni Bond ETF shares in Q4 2024, an estimated $238K.
  • Avidian Wealth Enterprises first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Avidian Wealth Enterprises's iShares California Muni Bond ETF position peaked at $238K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.