First National Bank Sioux Falls’s iShares California Muni Bond ETF CMF Stock Holding History

First National Bank Sioux Falls’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	-10,000	Closed	-$563K	–	136
2025 Q1	$563K	Sell	10,000 -222	-2%	-$12.6K	0.23%	70
2024 Q4	$586K	Buy	10,222 +222	+2%	+$12.8K	0.25%	66
2024 Q3	$581K	Buy	10,000 +4,000	+67%	+$230K	0.26%	67
2024 Q2	$341K	Hold	6,000	–	–	0.18%	98
2024 Q1	$345K	Buy	+6,000	New	+$346K	0.19%	95

Other funds holding CMF

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

First National Bank Sioux Falls's CMF Position: Q2 2025 in Review

First National Bank Sioux Falls sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 10,000 shares — an estimated $563K sold.

First National Bank Sioux Falls first reported a position in CMF in Q1 2024 and held it in 5 quarters. The position peaked at $586K in Q4 2024. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

First National Bank Sioux Falls reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
First National Bank Sioux Falls sold 10,000 iShares California Muni Bond ETF shares in Q2 2025, an estimated $563K.
First National Bank Sioux Falls first reported a position in iShares California Muni Bond ETF in Q1 2024 and held it in 5 quarters.
First National Bank Sioux Falls's iShares California Muni Bond ETF position peaked at $586K in Q4 2024.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on First National Bank Sioux Falls's 13F filing for Q2 2025, filed 1 Jul 2025.