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Legacy Edge Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Legacy Edge Advisors’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
-5,200
Closed -$293K – 199
2025
Q1 		$293K Hold
5,200
– – 0.05% 150
2024
Q4 		$298K Hold
5,200
– – 0.05% 145
2024
Q3 		$302K Buy
+5,200
New +$299K 0.05% 142

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Edge Advisors's CMF Position: Q2 2025 in Review

Legacy Edge Advisors sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 5,200 shares — an estimated $293K sold.

Legacy Edge Advisors first reported a position in CMF in Q3 2024 and held it in 3 quarters. The position peaked at $302K in Q3 2024. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

  • Legacy Edge Advisors reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 5,200 iShares California Muni Bond ETF shares in Q2 2025, an estimated $293K.
  • Legacy Edge Advisors first reported a position in iShares California Muni Bond ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Edge Advisors's iShares California Muni Bond ETF position peaked at $302K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Legacy Edge Advisors's 13F filing for Q2 2025, filed 17 Aug 2026.