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B. Riley Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

B. Riley Wealth Advisors’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
-5,639
Closed -$328K – 1168
2024
Q3 		$328K Buy
5,639
+1,236
+28% +$71.2K 0.01% 910
2024
Q2 		$250K Sell
4,403
-364
-8% -$20.7K 0.01% 1112
2024
Q1 		$261K Buy
4,767
+388
+9% +$22.4K 0.01% 1116
2023
Q4 		$254K Sell
4,379
-388
-8% -$21.7K 0.01% 1129
2023
Q3 		$261K Buy
4,767
+14
+0.3% +$788 0.01% 1116
2023
Q2 		$271K Sell
4,753
-1,319
-22% -$75.1K 0.01% 1177
2023
Q1 		$349K Sell
6,072
-3,285
-35% -$187K 0.01% 988
2022
Q4 		$525K Buy
9,357
+315
+3% +$17.5K 0.01% 765
2022
Q3 		$491K Sell
9,042
-109
-1% -$6.17K 0.01% 766
2022
Q2 		$517K Buy
9,151
+2,406
+36% +$136K 0.02% 647
2022
Q1 		$393K Sell
6,745
-47,115
-87% -$2.84M 0.01% 884
2021
Q4 		$3.36M Buy
53,860
+26,590
+98% +$1.65M 0.1% 228
2021
Q3 		$1.69M Buy
+27,270
New +$1.71M 0.05% 383

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

B. Riley Wealth Advisors's CMF Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 5,639 shares — an estimated $328K sold.

B. Riley Wealth Advisors first reported a position in CMF in Q3 2021 and held it in 13 quarters. The position peaked at $3.36M in Q4 2021. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,639 iShares California Muni Bond ETF shares in Q4 2024, an estimated $328K.
  • B. Riley Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q3 2021 and held it in 13 quarters.
  • B. Riley Wealth Advisors's iShares California Muni Bond ETF position peaked at $3.36M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.