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Rosenblum Silverman Sutton’s iShares California Muni Bond ETF CMF Stock Holding History

Rosenblum Silverman Sutton’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
Q3 		– Sell
-3,980
Closed -$222K – 79
2025
Q2 		$222K Buy
+3,980
New +$221K 0.05% 76
2024
Q3 		– Sell
-4,600
Closed -$262K – 80
2024
Q2 		$262K Hold
4,600
– – 0.07% 71
2024
Q1 		$265K Buy
+4,600
New +$265K 0.08% 72

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
B
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rosenblum Silverman Sutton's CMF Position: Q3 2025 in Review

Rosenblum Silverman Sutton sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 3,980 shares — an estimated $222K sold.

Rosenblum Silverman Sutton first reported a position in CMF in Q1 2024 and held it in 3 quarters. The position peaked at $265K in Q1 2024. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Rosenblum Silverman Sutton reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 3,980 iShares California Muni Bond ETF shares in Q3 2025, an estimated $222K.
  • Rosenblum Silverman Sutton first reported a position in iShares California Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • Rosenblum Silverman Sutton's iShares California Muni Bond ETF position peaked at $265K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Rosenblum Silverman Sutton's 13F filing for Q3 2025, filed 13 Nov 2025.