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Lowe Brockenbrough & Co’s iShares California Muni Bond ETF CMF Stock Holding History

Lowe Brockenbrough & Co’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
Q3 		– Sell
-117
Closed -$6.52K – 335
2025
Q2 		$6.52K Buy
+117
New +$6.5K ﹤0.01% 310

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lowe Brockenbrough & Co's CMF Position: Q3 2025 in Review

Lowe Brockenbrough & Co sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 117 shares — an estimated $6.52K sold.

Lowe Brockenbrough & Co first reported a position in CMF in Q2 2025 and held it in 1 quarter. The position peaked at $6.52K in Q2 2025. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Lowe Brockenbrough & Co reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 117 iShares California Muni Bond ETF shares in Q3 2025, an estimated $6.52K.
  • Lowe Brockenbrough & Co first reported a position in iShares California Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Lowe Brockenbrough & Co's iShares California Muni Bond ETF position peaked at $6.52K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2025, filed 5 Nov 2025.