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

CreativeOne Wealth’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
Q1 		– Sell
-3,610
Closed -$207K – 1078
2024
Q4 		$207K Buy
+3,610
New +$208K 0.01% 1011
2024
Q3 		– Sell
-5,944
Closed -$338K – 957
2024
Q2 		$338K Sell
5,944
-5,017
-46% -$285K 0.02% 586
2024
Q1 		$631K Buy
10,961
+37
+0.3% +$2.13K 0.03% 497
2023
Q4 		$633K Sell
10,924
-2,047
-16% -$114K 0.04% 322
2023
Q3 		$711K Sell
12,971
-567
-4% -$31.9K 0.05% 283
2023
Q2 		$771K Hold
13,538
– – 0.04% 382
2023
Q1 		$777K Buy
13,538
+728
+6% +$41.4K 0.04% 360
2022
Q4 		$719K Buy
+12,810
New +$711K 0.04% 344
2022
Q3 		– Sell
-6,006
Closed -$339K – 703
2022
Q2 		$339K Sell
6,006
-55
-0.9% -$3.11K 0.02% 512
2022
Q1 		$353K Sell
6,061
-570
-9% -$34.3K 0.02% 535
2021
Q4 		$413K Sell
6,631
-1,237
-16% -$76.9K 0.02% 500
2021
Q3 		$488K Sell
7,868
-202
-3% -$12.7K 0.03% 413
2021
Q2 		$505K Sell
8,070
-551
-6% -$34.5K 0.03% 377
2021
Q1 		$536K Sell
8,621
-4,083
-32% -$255K 0.04% 315
2020
Q4 		$798K Buy
+12,704
New +$793K 0.07% 212

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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

CreativeOne Wealth's CMF Position: Q1 2025 in Review

CreativeOne Wealth sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 3,610 shares — an estimated $207K sold.

CreativeOne Wealth first reported a position in CMF in Q4 2020 and held it in 15 quarters. The position peaked at $798K in Q4 2020. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

  • CreativeOne Wealth reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 3,610 iShares California Muni Bond ETF shares in Q1 2025, an estimated $207K.
  • CreativeOne Wealth first reported a position in iShares California Muni Bond ETF in Q4 2020 and held it in 15 quarters.
  • CreativeOne Wealth's iShares California Muni Bond ETF position peaked at $798K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.