Tower Research Capital (TRC)’s iShares California Muni Bond ETF CMF Stock Holding History

Tower Research Capital (TRC)’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
2026 Q1	$57	Buy	+1	New	+$58	﹤0.01%	5024
2025 Q4	–	Sell	-19	Closed	-$1.08K	–	5205
2025 Q3	$1.08K	Buy	19 +13	+217%	+$727	﹤0.01%	4879
2025 Q2	$334	Buy	+6	New	+$333	﹤0.01%	5057
2024 Q2	–	Sell	-7	Closed	-$403	–	5717
2024 Q1	$403	Buy	+7	New	+$404	﹤0.01%	5504
2023 Q4	–	Sell	-1	Closed	-$55	–	5948
2023 Q3	$55	Buy	+1	New	+$56	﹤0.01%	5776
2022 Q3	–	Sell	-18	Closed	-$1K	–	6104
2022 Q2	$1K	Buy	+18	New	+$1.02K	﹤0.01%	5753
2016 Q1	–	Sell	-74	Closed	-$4K	–	4204
2015 Q4	$4K	Buy	+74	New	+$4.34K	﹤0.01%	3161

Other funds holding CMF

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

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

Fidelity Investments

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

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

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

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

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return