Aspiriant LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Aspiriant LLC’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
2026 Q3	$2.56M	Buy	+47,237	New	+$2.66M	0.06%	97
2016 Q2	–	Sell	-9,816	Closed	-$586K	–	180
2016 Q1	$586K	Hold	9,816	–	–	0.06%	125
2015 Q4	$580K	Hold	9,816	–	–	0.06%	53
2015 Q3	$576K	Hold	9,816	–	–	0.05%	65
2015 Q2	$567K	Hold	9,816	–	–	0.06%	68
2015 Q1	$580K	Hold	9,816	–	–	0.08%	55
2014 Q4	$578K	Buy	9,816 +5,982	+156%	+$352K	0.08%	58
2014 Q3	$224K	Hold	3,834	–	–	0.03%	74
2014 Q2	$222K	Hold	3,834	–	–	0.03%	75
2014 Q1	$217K	Buy	+3,834	New	+$215K	0.03%	78

Other funds holding CMF

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return

Aspiriant LLC's CMF Position: Q3 2026 in Review

Aspiriant LLC opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 47,237 shares worth $2.56M. The stake represents 0.06% of the portfolio and ranks #97 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in CMF as recently as Q1 2016.

Aspiriant LLC first reported a position in CMF in Q1 2014 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Aspiriant LLC held 47,237 shares of iShares California Muni Bond ETF worth $2.56M as of Q3 2026.
iShares California Muni Bond ETF was a new Aspiriant LLC position in Q3 2026.
iShares California Muni Bond ETF made up 0.06% of Aspiriant LLC's portfolio in Q3 2026, its #97 holding.
Aspiriant LLC first reported a position in iShares California Muni Bond ETF in Q1 2014 and has held it in 10 quarters since.
85 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.