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

White Pine 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
2024
Q4 		– Sell
-7,000
Closed -$407K – 220
2024
Q3 		$407K Buy
+7,000
New +$403K 0.14% 160

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
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
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

White Pine Capital's CMF Position: Q4 2024 in Review

White Pine Capital sold out of iShares California Muni Bond ETF (CMF) in Q4 2024, closing a stake of 7,000 shares — an estimated $407K sold.

White Pine Capital first reported a position in CMF in Q3 2024 and held it in 1 quarter. The position peaked at $407K in Q3 2024. 300 funds tracked by Wall St. Rank hold CMF as of Q4 2024.

  • White Pine Capital reported no remaining iShares California Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • White Pine Capital sold 7,000 iShares California Muni Bond ETF shares in Q4 2024, an estimated $407K.
  • White Pine Capital first reported a position in iShares California Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • White Pine Capital's iShares California Muni Bond ETF position peaked at $407K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2024.

Based on White Pine Capital's 13F filing for Q4 2024, filed 30 Jan 2025.