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Diversified Enterprises’s iShares California Muni Bond ETF CMF Stock Holding History

Diversified Enterprises’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
-4,170
Closed -$242K – 236
2024
Q3 		$242K Buy
+4,170
New +$240K 0.03% 203

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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
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Diversified Enterprises's CMF Position: Q4 2024 in Review

Diversified Enterprises sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 4,170 shares — an estimated $242K sold.

Diversified Enterprises first reported a position in CMF in Q3 2024 and held it in 1 quarter. The position peaked at $242K in Q3 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • Diversified Enterprises reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Diversified Enterprises sold 4,170 iShares California Muni Bond ETF shares in Q4 2024, an estimated $242K.
  • Diversified Enterprises first reported a position in iShares California Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Diversified Enterprises's iShares California Muni Bond ETF position peaked at $242K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on Diversified Enterprises's 13F filing for Q4 2024, filed 10 Feb 2025.