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Blue Trust Inc’s iShares California Muni Bond ETF CMF Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-701
Closed -$40K – 2563
2025
Q3 		$40K Buy
+701
New +$39.2K ﹤0.01% 1482

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Trust Inc's CMF Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 701 shares — an estimated $40K sold.

Blue Trust Inc first reported a position in CMF in Q3 2025 and held it in 1 quarter. The position peaked at $40K in Q3 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • Blue Trust Inc reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 701 iShares California Muni Bond ETF shares in Q4 2025, an estimated $40K.
  • Blue Trust Inc first reported a position in iShares California Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's iShares California Muni Bond ETF position peaked at $40K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.