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Watts Gwilliam & Co’s iShares California Muni Bond ETF CMF Stock Holding History

Watts Gwilliam & Co’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
-4,125
Closed -$235K – 217
2024
Q4 		$235K Buy
+4,125
New +$237K 0.05% 184

Other funds holding CMF

Charles Schwab
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Watts Gwilliam & Co's CMF Position: Q1 2025 in Review

Watts Gwilliam & Co sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 4,125 shares — an estimated $235K sold.

Watts Gwilliam & Co first reported a position in CMF in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

  • Watts Gwilliam & Co reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Watts Gwilliam & Co sold 4,125 iShares California Muni Bond ETF shares in Q1 2025, an estimated $235K.
  • Watts Gwilliam & Co first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Watts Gwilliam & Co's iShares California Muni Bond ETF position peaked at $235K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Watts Gwilliam & Co's 13F filing for Q1 2025, filed 13 May 2025.