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

Prosperitas Financial’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	-6,264	Closed	-$359K	–	60
2024 Q4	$359K	Hold	6,264	–	–	0.18%	46
2024 Q3	$340K	Hold	6,264	–	–	0.18%	48
2024 Q2	$340K	Hold	6,264	–	–	0.21%	50
2024 Q1	$360K	Hold	6,264	–	–	0.23%	48
2023 Q4	$340K	Buy	6,264 +78	+1%	+$4.35K	0.25%	50
2023 Q3	$339K	Buy	+6,186	New	+$348K	0.26%	53

Other funds holding CMF

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

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

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

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Prosperitas Financial's CMF Position: Q1 2025 in Review

Prosperitas Financial sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 6,264 shares — an estimated $359K sold.

Prosperitas Financial first reported a position in CMF in Q3 2023 and held it in 6 quarters. The position peaked at $360K in Q1 2024. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

Prosperitas Financial reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Prosperitas Financial sold 6,264 iShares California Muni Bond ETF shares in Q1 2025, an estimated $359K.
Prosperitas Financial first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 6 quarters.
Prosperitas Financial's iShares California Muni Bond ETF position peaked at $360K in Q1 2024.
307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Prosperitas Financial's 13F filing for Q1 2025, filed 14 May 2025.