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Jefferies Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-8,960
Closed -$510K – 1484
2024
Q2 		$510K Hold
8,960
– – 0.01% 965
2024
Q1 		$516K Sell
8,960
-13,585
-60% -$784K ﹤0.01% 1057
2023
Q4 		$1.31M Buy
+22,545
New +$1.26M 0.01% 857

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jefferies Financial Group's CMF Position: Q3 2024 in Review

Jefferies Financial Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2024, closing a stake of 8,960 shares — an estimated $510K sold.

Jefferies Financial Group first reported a position in CMF in Q4 2023 and held it in 3 quarters. The position peaked at $1.31M in Q4 2023. 271 funds tracked by Wall St. Rank hold CMF as of Q3 2024.

  • Jefferies Financial Group reported no remaining iShares California Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 8,960 iShares California Muni Bond ETF shares in Q3 2024, an estimated $510K.
  • Jefferies Financial Group first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 3 quarters.
  • Jefferies Financial Group's iShares California Muni Bond ETF position peaked at $1.31M in Q4 2023.
  • 271 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.