Pathstone Holdings
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Pathstone Holdings’s iShares California Muni Bond ETF CMF Stock Holding History

Pathstone Holdings’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
Q1 		– Sell
-12,367
Closed -$702K – 2277
2024
Q4 		$702K Buy
+12,367
New +$711K ﹤0.01% 1564

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Pathstone Holdings's CMF Position: Q1 2025 in Review

Pathstone Holdings sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 12,367 shares — an estimated $702K sold.

Pathstone Holdings first reported a position in CMF in Q4 2024 and held it in 1 quarter. The position peaked at $702K in Q4 2024. 308 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

  • Pathstone Holdings reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pathstone Holdings sold 12,367 iShares California Muni Bond ETF shares in Q1 2025, an estimated $702K.
  • Pathstone Holdings first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Pathstone Holdings's iShares California Muni Bond ETF position peaked at $702K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Pathstone Holdings's 13F filing for Q1 2025, filed 15 May 2025.