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NorthRock Partners’s iShares California Muni Bond ETF CMF Stock Holding History

NorthRock Partners’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 		– Sell
-1,417
Closed -$82.3K – 794
2024
Q3 		$82.3K Hold
1,417
– – ﹤0.01% 669
2024
Q2 		$80.6K Sell
1,417
-1,392
-50% -$79.2K ﹤0.01% 635
2024
Q1 		$162K Buy
2,809
+733
+35% +$42.3K 0.01% 600
2023
Q4 		$120K Buy
+2,076
New +$116K 0.01% 579

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

NorthRock Partners's CMF Position: Q4 2024 in Review

NorthRock Partners sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 1,417 shares — an estimated $82.3K sold.

NorthRock Partners first reported a position in CMF in Q4 2023 and held it in 4 quarters. The position peaked at $162K in Q1 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • NorthRock Partners reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 1,417 iShares California Muni Bond ETF shares in Q4 2024, an estimated $82.3K.
  • NorthRock Partners first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • NorthRock Partners's iShares California Muni Bond ETF position peaked at $162K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.