MWS
CMF icon

Maxwell Wealth Strategies’s iShares California Muni Bond ETF CMF Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$383K Buy
6,682
+44
+0.7% +$2.53K 0.16% 89
2024
Q3 		$381K Hold
6,638
– – 0.16% 86
2024
Q2 		$378K Hold
6,638
– – 0.19% 83
2024
Q1 		$374K Buy
6,638
+39
+0.6% +$2.25K 0.19% 86
2023
Q4 		$382K Buy
+6,599
New +$368K 0.25% 70

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
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
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

Maxwell Wealth Strategies's CMF Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares California Muni Bond ETF (CMF) stake by 0.66% in Q4 2024, buying an estimated $2.53K and bringing the position to 6,682 shares worth $383K. The position accounts for 0.16% of the portfolio, ranked #89.

Maxwell Wealth Strategies first reported a position in CMF in Q4 2023 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • Maxwell Wealth Strategies held 6,682 shares of iShares California Muni Bond ETF worth $383K as of Q4 2024.
  • Maxwell Wealth Strategies bought 44 iShares California Muni Bond ETF shares in Q4 2024, an estimated $2.53K.
  • iShares California Muni Bond ETF made up 0.16% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #89 holding.
  • Maxwell Wealth Strategies first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.