VBFG
CMF icon

Vishria Bird Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Vishria Bird Financial Group’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
-42,493
Closed -$2.39M – 91
2025
Q1 		$2.39M Hold
42,493
– – 0.81% 24
2024
Q4 		$2.43M Hold
42,493
– – 0.85% 24
2024
Q3 		$2.47M Buy
+42,493
New +$2.45M 0.94% 23

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vishria Bird Financial Group's CMF Position: Q2 2025 in Review

Vishria Bird Financial Group sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 42,493 shares — an estimated $2.39M sold.

Vishria Bird Financial Group first reported a position in CMF in Q3 2024 and held it in 3 quarters. The position peaked at $2.47M in Q3 2024. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

  • Vishria Bird Financial Group reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 42,493 iShares California Muni Bond ETF shares in Q2 2025, an estimated $2.39M.
  • Vishria Bird Financial Group first reported a position in iShares California Muni Bond ETF in Q3 2024 and held it in 3 quarters.
  • Vishria Bird Financial Group's iShares California Muni Bond ETF position peaked at $2.47M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Vishria Bird Financial Group's 13F filing for Q2 2025, filed 7 Jul 2025.