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Ariston Services Group’s iShares California Muni Bond ETF CMF Stock Holding History

Ariston Services Group’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
Q3 		– Sell
-12,868
Closed -$717K – 73
2025
Q2 		$717K Hold
12,868
– – 0.51% 21
2025
Q1 		$724K Hold
12,868
– – 0.61% 16
2024
Q4 		$737K Hold
12,868
– – 0.64% 16
2024
Q3 		$748K Hold
12,868
– – 0.65% 14
2024
Q2 		$732K Hold
12,868
– – 0.71% 15
2024
Q1 		$740K Sell
12,868
-4,720
-27% -$272K 0.71% 14
2023
Q4 		$1.02M Buy
+17,588
New +$982K 0.99% 15

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ariston Services Group's CMF Position: Q3 2025 in Review

Ariston Services Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 12,868 shares — an estimated $717K sold.

Ariston Services Group first reported a position in CMF in Q4 2023 and held it in 7 quarters. The position peaked at $1.02M in Q4 2023. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Ariston Services Group reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ariston Services Group sold 12,868 iShares California Muni Bond ETF shares in Q3 2025, an estimated $717K.
  • Ariston Services Group first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 7 quarters.
  • Ariston Services Group's iShares California Muni Bond ETF position peaked at $1.02M in Q4 2023.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Ariston Services Group's 13F filing for Q3 2025, filed 28 Oct 2025.