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GeoWealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-3,066
Closed -$178K – 1812
2024
Q3 		$178K Buy
+3,066
New +$177K 0.01% 750

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $20.3B AUM
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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 $377B AUM 19.32% 1-Year Est. Return

GeoWealth Management's CMF Position: Q4 2024 in Review

GeoWealth Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 3,066 shares — an estimated $178K sold.

GeoWealth Management first reported a position in CMF in Q3 2024 and held it in 1 quarter. The position peaked at $178K in Q3 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • GeoWealth Management reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 3,066 iShares California Muni Bond ETF shares in Q4 2024, an estimated $178K.
  • GeoWealth Management first reported a position in iShares California Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's iShares California Muni Bond ETF position peaked at $178K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.