Welch & Forbes’s iShares California Muni Bond ETF CMF Stock Holding History

Welch & Forbes’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
2024 Q4	–	Sell	-3,479	Closed	-$202K	–	383
2024 Q3	$202K	Buy	+3,479	New	+$200K	﹤0.01%	370
2024 Q2	–	Sell	-3,479	Closed	-$200K	–	370
2024 Q1	$200K	Hold	3,479	–	–	﹤0.01%	375
2023 Q4	$202K	Buy	+3,479	New	+$194K	﹤0.01%	360

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FWI

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Welch & Forbes's CMF Position: Q4 2024 in Review

Welch & Forbes sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 3,479 shares — an estimated $202K sold.

Welch & Forbes first reported a position in CMF in Q4 2023 and held it in 3 quarters. The position peaked at $202K in Q3 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

Welch & Forbes reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Welch & Forbes sold 3,479 iShares California Muni Bond ETF shares in Q4 2024, an estimated $202K.
Welch & Forbes first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 3 quarters.
Welch & Forbes's iShares California Muni Bond ETF position peaked at $202K in Q3 2024.
300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on Welch & Forbes's 13F filing for Q4 2024, filed 7 Feb 2025.