Topel & Distasi Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Topel & Distasi Wealth Management’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	-16,993	Closed	-$973K	–	74
2024 Q4	$973K	Hold	16,993	–	–	0.42%	49
2024 Q3	$987K	Hold	16,993	–	–	0.41%	49
2024 Q2	$967K	Hold	16,993	–	–	0.42%	46
2024 Q1	$978K	Buy	16,993 +6,083	+56%	+$351K	0.43%	48
2023 Q4	$632K	Buy	10,910 +3,773	+53%	+$211K	0.3%	53
2023 Q3	$391K	Buy	7,137 +142	+2%	+$7.99K	0.21%	60
2023 Q2	$398K	Hold	6,995	–	–	0.2%	61
2023 Q1	$402K	Buy	+6,995	New	+$398K	0.21%	59
2022 Q3	–	Sell	-9,147	Closed	-$516K	–	71
2022 Q2	$516K	Sell	9,147 -5,792	-39%	-$327K	0.3%	53
2022 Q1	$869K	Buy	14,939 +6,762	+83%	+$407K	0.36%	55
2021 Q4	$510K	Buy	+8,177	New	+$508K	0.21%	62

Other funds holding CMF

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $4.91B AUM 31.75% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Topel & Distasi Wealth Management's CMF Position: Q1 2025 in Review

Topel & Distasi Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 16,993 shares — an estimated $973K sold.

Topel & Distasi Wealth Management first reported a position in CMF in Q4 2021 and held it in 11 quarters. The position peaked at $987K in Q3 2024. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

Topel & Distasi Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 16,993 iShares California Muni Bond ETF shares in Q1 2025, an estimated $973K.
Topel & Distasi Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2021 and held it in 11 quarters.
Topel & Distasi Wealth Management's iShares California Muni Bond ETF position peaked at $987K in Q3 2024.
307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.