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Planned Solutions’s iShares California Muni Bond ETF CMF Stock Holding History

Planned Solutions’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
-3,200
Closed -$186K – 207
2024
Q3 		$186K Buy
+3,200
New +$184K 0.07% 122
2024
Q1 		– Sell
-2,779
Closed -$161K – 177
2023
Q4 		$161K Buy
+2,779
New +$155K 0.08% 114

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

Planned Solutions's CMF Position: Q4 2024 in Review

Planned Solutions sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 3,200 shares — an estimated $186K sold.

Planned Solutions first reported a position in CMF in Q4 2023 and held it in 2 quarters. The position peaked at $186K in Q3 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • Planned Solutions reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 3,200 iShares California Muni Bond ETF shares in Q4 2024, an estimated $186K.
  • Planned Solutions first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's iShares California Muni Bond ETF position peaked at $186K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.