JY
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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
2023
Q1 		– Sell
-5,400
Closed -$303K – 12651
2022
Q4 		$303K Sell
5,400
-11,800
-69% -$655K ﹤0.01% 9071
2022
Q3 		$933K Buy
17,200
+5,600
+48% +$317K ﹤0.01% 6802
2022
Q2 		$655K Buy
+11,600
New +$655K ﹤0.01% 7603

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
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.