Van Strum & Towne’s iShares California Muni Bond ETF CMF Stock Holding History

Van Strum & Towne’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	-3,500	Closed	-$200K	–	115
2024 Q4	$200K	Sell	3,500 -2,600	-43%	-$150K	0.07%	107
2024 Q3	$354K	Hold	6,100	–	–	0.12%	81
2024 Q2	$347K	Hold	6,100	–	–	0.13%	81
2024 Q1	$351K	Hold	6,100	–	–	0.13%	79
2023 Q4	$353K	Hold	6,100	–	–	0.14%	78
2023 Q3	$335K	Hold	6,100	–	–	0.14%	76
2023 Q2	$347K	Sell	6,100 -5,000	-45%	-$285K	0.14%	75
2023 Q1	$637K	Hold	11,100	–	–	0.27%	55
2022 Q4	$623K	Sell	11,100 -3,000	-21%	-$166K	0.27%	52
2022 Q3	$765K	Sell	14,100 -2,500	-15%	-$142K	0.35%	48
2022 Q2	$937K	Hold	16,600	–	–	0.4%	47
2022 Q1	$966K	Sell	16,600 -2,700	-14%	-$162K	0.36%	49
2021 Q4	$1.2M	Buy	+19,300	New	+$1.2M	0.44%	42

Other funds holding CMF

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Van Strum & Towne's CMF Position: Q1 2025 in Review

Van Strum & Towne sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 3,500 shares — an estimated $200K sold.

Van Strum & Towne first reported a position in CMF in Q4 2021 and held it in 13 quarters. The position peaked at $1.2M in Q4 2021. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

Van Strum & Towne reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Van Strum & Towne sold 3,500 iShares California Muni Bond ETF shares in Q1 2025, an estimated $200K.
Van Strum & Towne first reported a position in iShares California Muni Bond ETF in Q4 2021 and held it in 13 quarters.
Van Strum & Towne's iShares California Muni Bond ETF position peaked at $1.2M in Q4 2021.
307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Van Strum & Towne's 13F filing for Q1 2025, filed 6 May 2025.