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

Manuka Financial’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
Q1 		– Sell
-5,845
Closed -$335K – 50
2024
Q4 		$335K Buy
+5,845
New +$336K 0.23% 35

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Manuka Financial's CMF Position: Q1 2025 in Review

Manuka Financial sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 5,845 shares — an estimated $335K sold.

Manuka Financial first reported a position in CMF in Q4 2024 and held it in 1 quarter. The position peaked at $335K in Q4 2024. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

  • Manuka Financial reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Manuka Financial sold 5,845 iShares California Muni Bond ETF shares in Q1 2025, an estimated $335K.
  • Manuka Financial first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Manuka Financial's iShares California Muni Bond ETF position peaked at $335K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Manuka Financial's 13F filing for Q1 2025, filed 1 May 2025.