CUSIP 464288356CALIF MUN BD ETFCMFQ4 2025
Aggregate 13F value by quarter
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329 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 8.44M | $484.96M | +703.7K | Added |
| 2 | Wealthfront Advisers LLC | 5.11M | $293.61M | +1.15M | Added |
| 3 | Bank Of America Corp /De/ | 1.93M | $111.11M | +292.9K | Added |
| 4 | Fmr LLC | 1.91M | $109.54M |
| −106.5K |
| Reduced |
| 5 | Morgan Stanley | 1.79M | $102.89M | +20.9K | Added |
| 6 | Facet Wealth, Inc. | 1.50M | $86.61M | +105.1K | Added |
| 7 | Bailard, Inc. | 1.44M | $82.69M | +4.4K | Added |
| 8 | Ep Wealth Advisors, LLC | 1.17M | $67.28M | −24.0K | Reduced |
| 9 | Syon Capital LLC | 1.15M | $65.95M | −3.6K | Reduced |
| 10 | Lpl Financial LLC | 989.5K | $56.86M | +99.1K | Added |
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