TownSquare Capital’s iShares California Muni Bond ETF CMF Stock Holding History

TownSquare Capital’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 Q2	–	Sell	-55,543	Closed	-$3.13M	–	779
2025 Q1	$3.13M	Sell	55,543 -1,146	-2%	-$65.1K	0.03%	462
2024 Q4	$3.25M	Sell	56,689 -441	-0.8%	-$25.4K	0.04%	432
2024 Q3	$3.32M	Buy	57,130 +43,488	+319%	+$2.5M	0.04%	408
2024 Q2	$776K	Buy	13,642 +1,198	+10%	+$68.2K	0.01%	737
2024 Q1	$716K	Buy	+12,444	New	+$718K	0.01%	749

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TownSquare Capital's CMF Position: Q2 2025 in Review

TownSquare Capital sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 55,543 shares — an estimated $3.13M sold.

TownSquare Capital first reported a position in CMF in Q1 2024 and held it in 5 quarters. The position peaked at $3.32M in Q3 2024. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

TownSquare Capital reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 55,543 iShares California Muni Bond ETF shares in Q2 2025, an estimated $3.13M.
TownSquare Capital first reported a position in iShares California Muni Bond ETF in Q1 2024 and held it in 5 quarters.
TownSquare Capital's iShares California Muni Bond ETF position peaked at $3.32M in Q3 2024.
318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.