Bessemer Group
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Bessemer Group’s iShares California Muni Bond ETF CMF Stock Holding History

Bessemer Group’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
Q3 		– Sell
-600
Closed -$34K – 2625
2024
Q2 		$34K Buy
+600
New +$34.1K ﹤0.01% 1322

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bessemer Group's CMF Position: Q3 2024 in Review

Bessemer Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2024, closing a stake of 600 shares — an estimated $34K sold.

Bessemer Group first reported a position in CMF in Q2 2024 and held it in 1 quarter. The position peaked at $34K in Q2 2024. 272 funds tracked by Wall St. Rank hold CMF as of Q3 2024.

  • Bessemer Group reported no remaining iShares California Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bessemer Group sold 600 iShares California Muni Bond ETF shares in Q3 2024, an estimated $34K.
  • Bessemer Group first reported a position in iShares California Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Bessemer Group's iShares California Muni Bond ETF position peaked at $34K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.