Merriman Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Merriman Wealth Management’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	$1.17M	Buy	20,378 +98	+0.5%	+$5.63K	0.05%	80
2024 Q3	$1.18M	Buy	20,280 +72	+0.4%	+$4.15K	0.05%	96
2024 Q2	$1.15M	Sell	20,208 -1,593	-7%	-$90.6K	0.05%	90
2024 Q1	$1.25M	Hold	21,801	–	–	0.06%	84
2023 Q4	$1.26M	Buy	21,801 +1,694	+8%	+$94.5K	0.06%	84
2023 Q3	$1.1M	Hold	20,107	–	–	0.06%	75
2023 Q2	$1.15M	Hold	20,107	–	–	0.06%	93
2023 Q1	$1.15M	Sell	20,107 -400	-2%	-$22.8K	0.06%	83
2022 Q4	$1.15M	Buy	20,507 +9,653	+89%	+$536K	0.06%	83
2022 Q3	$589K	Buy	+10,854	New	+$614K	0.04%	93

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merriman Wealth Management's CMF Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 0.48% in Q4 2024, buying an estimated $5.63K and bringing the position to 20,378 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #80.

Merriman Wealth Management first reported a position in CMF in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2023. 301 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

Merriman Wealth Management held 20,378 shares of iShares California Muni Bond ETF worth $1.17M as of Q4 2024.
Merriman Wealth Management bought 98 iShares California Muni Bond ETF shares in Q4 2024, an estimated $5.63K.
iShares California Muni Bond ETF made up 0.05% of Merriman Wealth Management's portfolio in Q4 2024, its #80 holding.
Merriman Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2022 and has held it in 10 quarters since.
Merriman Wealth Management's iShares California Muni Bond ETF position peaked at $1.26M in Q4 2023.
301 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

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