D
CMF icon

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

Diversified’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 		$242K Buy
4,170
+28
+0.7% +$1.61K 0.03% 203
2024
Q2 		$236K Buy
+4,142
New +$236K 0.03% 202

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 $26.2B AUM
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
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 $445B AUM 25.58% 1-Year Est. Return

Diversified's CMF Position: Q3 2024 in Review

Diversified increased its iShares California Muni Bond ETF (CMF) stake by 0.68% in Q3 2024, buying an estimated $1.61K and bringing the position to 4,170 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #203.

Diversified first reported a position in CMF in Q2 2024 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold CMF as of Q3 2024.

  • Diversified held 4,170 shares of iShares California Muni Bond ETF worth $242K as of Q3 2024.
  • Diversified bought 28 iShares California Muni Bond ETF shares in Q3 2024, an estimated $1.61K.
  • iShares California Muni Bond ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #203 holding.
  • Diversified first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.