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Sovran Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Sovran Advisors’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
Q4 		– Sell
-6,808
Closed -$392K – 560
2025
Q3 		$392K Sell
6,808
-30
-0.4% -$1.68K 0.03% 386
2025
Q2 		$380K Sell
6,838
-4,394
-39% -$244K 0.04% 363
2025
Q1 		$620K Buy
11,232
+4,122
+58% +$234K 0.08% 248
2024
Q4 		$401K Buy
+7,110
New +$409K 0.06% 293

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sovran Advisors's CMF Position: Q4 2025 in Review

Sovran Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 6,808 shares — an estimated $392K sold.

Sovran Advisors first reported a position in CMF in Q4 2024 and held it in 4 quarters. The position peaked at $620K in Q1 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • Sovran Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sovran Advisors sold 6,808 iShares California Muni Bond ETF shares in Q4 2025, an estimated $392K.
  • Sovran Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Sovran Advisors's iShares California Muni Bond ETF position peaked at $620K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Sovran Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.