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

Peninsula 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
Q4 		$2.01M Buy
35,155
+926
+3% +$53.2K 0.34% 32
2024
Q3 		$1.98M Buy
34,229
+5,543
+19% +$319K 0.35% 32
2024
Q2 		$1.64M Buy
28,686
+13,475
+89% +$767K 0.31% 35
2024
Q1 		$875K Sell
15,211
-5,970
-28% -$344K 0.17% 49
2023
Q4 		$1.23M Buy
21,181
+1,507
+8% +$84.1K 0.25% 40
2023
Q3 		$1.07M Buy
19,674
+3,722
+23% +$209K 0.25% 37
2023
Q2 		$908K Buy
15,952
+1,931
+14% +$110K 0.24% 37
2023
Q1 		$805K Buy
14,021
+1,611
+13% +$91.6K 0.23% 37
2022
Q4 		$696K Sell
12,410
-7,148
-37% -$397K 0.22% 36
2022
Q3 		$1.06M Sell
19,558
-64
-0.3% -$3.62K 0.37% 30
2022
Q2 		$1.11M Sell
19,622
-7,410
-27% -$419K 0.37% 26
2022
Q1 		$1.57M Sell
27,032
-2,844
-10% -$171K 0.45% 22
2021
Q4 		$1.86M Buy
29,876
+9,929
+50% +$617K 0.5% 21
2021
Q3 		$1.24M Buy
19,947
+7,348
+58% +$460K 0.39% 19
2021
Q2 		$789K Sell
12,599
-5,520
-30% -$345K 0.26% 21
2021
Q1 		$1.13M Buy
+18,119
New +$1.13M 0.4% 19

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

Peninsula Wealth's CMF Position: Q4 2024 in Review

Peninsula Wealth increased its iShares California Muni Bond ETF (CMF) stake by 2.7% in Q4 2024, buying an estimated $53.2K and bringing the position to 35,155 shares worth $2.01M. The position accounts for 0.34% of the portfolio, ranked #32.

Peninsula Wealth first reported a position in CMF in Q1 2021 and has held it in 16 quarters since. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • Peninsula Wealth held 35,155 shares of iShares California Muni Bond ETF worth $2.01M as of Q4 2024.
  • Peninsula Wealth bought 926 iShares California Muni Bond ETF shares in Q4 2024, an estimated $53.2K.
  • iShares California Muni Bond ETF made up 0.34% of Peninsula Wealth's portfolio in Q4 2024, its #32 holding.
  • Peninsula Wealth first reported a position in iShares California Muni Bond ETF in Q1 2021 and has held it in 16 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

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