CUSIP 464288356CALIF MUN BD ETFCMFQ4 2025
6 filings · latest Aug 6, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 8.44M | $484.96M |
| 2 | Wealthfront Advisers LLC | 5.11M | $293.61M |
| 3 | Bank Of America Corp /De/ | 1.93M | $111.11M |
| 4 | Fmr LLC | 1.91M | $109.54M |
| 5 | Morgan Stanley | 1.79M | $102.89M |
| 6 | Facet Wealth, Inc. | 1.50M | $86.61M |
| 7 | Bailard, Inc. | 1.44M | $82.69M |
| 8 | Ep Wealth Advisors, LLC | 1.17M | $67.28M |
| 9 |
| 4 | Feb 12, 2024 | Fmr LLC | 13G/A | 10.1% | — | SEC |
| 5 | Feb 9, 2024 | Fmr LLC | 13G/A | 9.9% | — | SEC |
| 6 | Nov 13, 2023 | Fmr LLC | 13G | 10.2% | — | SEC |
| 1.15M |
| $65.95M |
| 10 | Lpl Financial LLC | 989.5K | $56.86M |