Prospera Financial Services’s iShares California Muni Bond ETF CMF Stock Holding History

Prospera Financial Services’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	–	Sell	-25,495	Closed	-$1.43M	–	1322
2025 Q1	$1.43M	Buy	25,495 +8,500	+50%	+$483K	0.03%	468
2024 Q4	$973K	Buy	+16,995	New	+$977K	0.02%	554
2023 Q3	–	Sell	-5,304	Closed	-$302K	–	1014
2023 Q2	$302K	Hold	5,304	–	–	0.01%	792
2023 Q1	$305K	Sell	5,304 -1,987	-27%	-$113K	0.01%	777
2022 Q4	$409K	Sell	7,291 -7,609	-51%	-$422K	0.02%	590
2022 Q3	$808K	Buy	+14,900	New	+$844K	0.04%	411
2022 Q2	–	Sell	-35,800	Closed	-$2.08M	–	1780
2022 Q1	$2.08M	Buy	35,800 +2,700	+8%	+$162K	0.09%	265
2021 Q4	$2.06M	Buy	33,100 +5,300	+19%	+$329K	0.09%	259
2021 Q3	$1.73M	Buy	27,800 +19,200	+223%	+$1.2M	0.09%	266
2021 Q2	$539K	Buy	+8,600	New	+$538K	0.03%	514

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prospera Financial Services's CMF Position: Q2 2025 in Review

Prospera Financial Services sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 25,495 shares — an estimated $1.43M sold.

Prospera Financial Services first reported a position in CMF in Q2 2021 and held it in 10 quarters. The position peaked at $2.08M in Q1 2022. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

Prospera Financial Services reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Prospera Financial Services sold 25,495 iShares California Muni Bond ETF shares in Q2 2025, an estimated $1.43M.
Prospera Financial Services first reported a position in iShares California Muni Bond ETF in Q2 2021 and held it in 10 quarters.
Prospera Financial Services's iShares California Muni Bond ETF position peaked at $2.08M in Q1 2022.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.