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Cassady Schiller Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Cassady Schiller Wealth Management’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
-4,199
Closed -$239K – 469
2024
Q2 		$239K Hold
4,199
– – 0.1% 107
2024
Q1 		$242K Buy
4,199
+519
+14% +$29.9K 0.11% 105
2023
Q4 		$213K Hold
3,680
– – 0.11% 102
2023
Q3 		$202K Buy
+3,680
New +$207K 0.11% 99

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cassady Schiller Wealth Management's CMF Position: Q3 2024 in Review

Cassady Schiller Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2024, closing a stake of 4,199 shares — an estimated $239K sold.

Cassady Schiller Wealth Management first reported a position in CMF in Q3 2023 and held it in 4 quarters. The position peaked at $242K in Q1 2024. 271 funds tracked by Wall St. Rank hold CMF as of Q3 2024.

  • Cassady Schiller Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 4,199 iShares California Muni Bond ETF shares in Q3 2024, an estimated $239K.
  • Cassady Schiller Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 4 quarters.
  • Cassady Schiller Wealth Management's iShares California Muni Bond ETF position peaked at $242K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.