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

Parkworth 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
2025
Q2 		$2.28K Sell
41
-25
-38% -$1.39K ﹤0.01% 247
2025
Q1 		$3.74K Sell
66
-1,019
-94% -$57.9K ﹤0.01% 156
2024
Q4 		$62.2K Buy
+1,085
New +$62.4K 0.05% 86

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
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
SC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parkworth Wealth Management's CMF Position: Q2 2025 in Review

Parkworth Wealth Management reduced its iShares California Muni Bond ETF (CMF) stake by 38% in Q2 2025, selling an estimated $1.39K and leaving 41 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Parkworth Wealth Management first reported a position in CMF in Q4 2024 and has held it in 3 quarters since. The position peaked at $62.2K in Q4 2024. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

  • Parkworth Wealth Management held 41 shares of iShares California Muni Bond ETF worth $2.28K as of Q2 2025.
  • Parkworth Wealth Management sold 25 iShares California Muni Bond ETF shares in Q2 2025, an estimated $1.39K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #247 holding.
  • Parkworth Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's iShares California Muni Bond ETF position peaked at $62.2K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.