First Manhattan
CMF icon

First Manhattan’s iShares California Muni Bond ETF CMF Stock Holding History

First Manhattan’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
Q2 		– Sell
-361
Closed -$20.8K – 782
2024
Q1 		$20.8K Hold
361
– – ﹤0.01% 1027
2023
Q4 		$20.9K Hold
361
– – ﹤0.01% 1021
2023
Q3 		$19.8K Hold
361
– – ﹤0.01% 1025
2023
Q2 		$20.6K Hold
361
– – ﹤0.01% 1031
2023
Q1 		$20.7K Hold
361
– – ﹤0.01% 1082
2022
Q4 		$20.3K Hold
361
– – ﹤0.01% 1112
2022
Q3 		$19K Hold
361
– – ﹤0.01% 1094
2022
Q2 		$20K Hold
361
– – ﹤0.01% 1108
2022
Q1 		$21K Hold
361
– – ﹤0.01% 1144
2021
Q4 		$22K Hold
361
– – ﹤0.01% 1146
2021
Q3 		$22K Hold
361
– – ﹤0.01% 1148
2021
Q2 		$22K Hold
361
– – ﹤0.01% 1143
2021
Q1 		$22K Hold
361
– – ﹤0.01% 1117
2020
Q4 		$22K Hold
361
– – ﹤0.01% 1031
2020
Q3 		$22K Hold
361
– – ﹤0.01% 1006
2020
Q2 		$22K Hold
361
– – ﹤0.01% 1013
2020
Q1 		$21K Hold
361
– – ﹤0.01% 991
2019
Q4 		$22K Buy
+361
New +$22.1K ﹤0.01% 1019

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

First Manhattan's CMF Position: Q2 2024 in Review

First Manhattan sold out of iShares California Muni Bond ETF (CMF) in Q2 2024, closing a stake of 361 shares — an estimated $20.8K sold.

First Manhattan first reported a position in CMF in Q4 2019 and held it in 18 quarters. The position peaked at $22K in Q4 2021. 251 funds tracked by Wall St. Rank hold CMF as of Q2 2024.

  • First Manhattan reported no remaining iShares California Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • First Manhattan sold 361 iShares California Muni Bond ETF shares in Q2 2024, an estimated $20.8K.
  • First Manhattan first reported a position in iShares California Muni Bond ETF in Q4 2019 and held it in 18 quarters.
  • First Manhattan's iShares California Muni Bond ETF position peaked at $22K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.