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

ERTS Wealth Advisors’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
Q2 		– Sell
-5,355
Closed -$301K – 41
2025
Q1 		$301K Buy
5,355
+785
+17% +$44.6K 0.06% 66
2024
Q4 		$262K Buy
+4,570
New +$263K 0.05% 78

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERTS Wealth Advisors's CMF Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 5,355 shares — an estimated $301K sold.

ERTS Wealth Advisors first reported a position in CMF in Q4 2024 and held it in 2 quarters. The position peaked at $301K in Q1 2025. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 5,355 iShares California Muni Bond ETF shares in Q2 2025, an estimated $301K.
  • ERTS Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 2 quarters.
  • ERTS Wealth Advisors's iShares California Muni Bond ETF position peaked at $301K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.