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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
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 $4.91B AUM 31.75% 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

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. 308 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.
  • 308 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.