Financial Network Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Financial Network 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
2025 Q1	$58K	Buy	+1,040	New	+$59.1K	0.02%	205

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Financial Network Wealth Management's CMF Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares California Muni Bond ETF (CMF) in Q1 2025: 1,040 shares worth $58K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

Financial Network Wealth Management held 1,040 shares of iShares California Muni Bond ETF worth $58K as of Q1 2025.
iShares California Muni Bond ETF was a new Financial Network Wealth Management position in Q1 2025.
iShares California Muni Bond ETF made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #205 holding.
307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.