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

NewEdge Wealth’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
Q1 		– Sell
-12,800
Closed -$742K – 810
2023
Q4 		$742K Sell
12,800
-1,425
-10% -$79.5K 0.02% 441
2023
Q3 		$780K Buy
+14,225
New +$800K 0.02% 392

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

NewEdge Wealth's CMF Position: Q1 2024 in Review

NewEdge Wealth sold out of iShares California Muni Bond ETF (CMF) in Q1 2024, closing a stake of 12,800 shares — an estimated $742K sold.

NewEdge Wealth first reported a position in CMF in Q3 2023 and held it in 2 quarters. The position peaked at $780K in Q3 2023. 257 funds tracked by Wall St. Rank hold CMF as of Q1 2024.

  • NewEdge Wealth reported no remaining iShares California Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Wealth sold 12,800 iShares California Muni Bond ETF shares in Q1 2024, an estimated $742K.
  • NewEdge Wealth first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 2 quarters.
  • NewEdge Wealth's iShares California Muni Bond ETF position peaked at $780K in Q3 2023.
  • 257 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.