Jeff Yass’s iShares California Muni Bond ETF CMF Stock Holding History

Jeff Yass’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	-5,000	Closed	-$291K	–	12302
2024 Q3	$291K	Sell	5,000 -1,000	-17%	-$57.6K	﹤0.01%	9672
2024 Q2	$341K	Buy	+6,000	New	+$341K	﹤0.01%	9163
2023 Q2	–	Sell	-4,500	Closed	-$258K	–	12180
2023 Q1	$258K	Sell	4,500 -3,800	-46%	-$216K	﹤0.01%	10051
2022 Q4	$466K	Buy	8,300 +1,500	+22%	+$83.2K	﹤0.01%	8055
2022 Q3	$369K	Buy	6,800 +1,100	+19%	+$62.3K	﹤0.01%	9276
2022 Q2	$322K	Buy	+5,700	New	+$322K	﹤0.01%	9391

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's CMF Position: Q4 2025 in Review

Jeff Yass sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 60,613 shares — an estimated $3.46M sold.

Jeff Yass first reported a position in CMF in Q4 2013 and held it in 24 quarters. The position peaked at $13.8M in Q1 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

Jeff Yass reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 60,613 iShares California Muni Bond ETF shares in Q4 2025, an estimated $3.46M.
Jeff Yass first reported a position in iShares California Muni Bond ETF in Q4 2013 and held it in 24 quarters.
Jeff Yass's iShares California Muni Bond ETF position peaked at $13.8M in Q1 2025.
336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.