MassMutual Private Wealth & Trust’s iShares California Muni Bond ETF CMF Stock Holding History

MassMutual Private Wealth & Trust’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	-3,479	Closed	-$196K	–	2377
2025 Q1	$196K	Hold	3,479	–	–	0.01%	433
2024 Q4	$199K	Hold	3,479	–	–	0.01%	457
2024 Q3	$202K	Hold	3,479	–	–	0.01%	403
2024 Q2	$198K	Hold	3,479	–	–	0.01%	404
2024 Q1	$200K	Hold	3,479	–	–	0.01%	378
2023 Q4	$202K	Hold	3,479	–	–	0.01%	375
2023 Q3	$191K	Buy	+3,479	New	+$196K	0.01%	371

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's CMF Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 3,479 shares — an estimated $196K sold.

MassMutual Private Wealth & Trust first reported a position in CMF in Q3 2023 and held it in 7 quarters. The position peaked at $202K in Q3 2024. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 3,479 iShares California Muni Bond ETF shares in Q2 2025, an estimated $196K.
MassMutual Private Wealth & Trust first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 7 quarters.
MassMutual Private Wealth & Trust's iShares California Muni Bond ETF position peaked at $202K in Q3 2024.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.