Asset Planning Inc
CMF icon

Asset Planning Inc’s iShares California Muni Bond ETF CMF Stock Holding History

Asset Planning Inc’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 		– Sell
-700
Closed -$40.3K – 329
2026
Q2 		$40.3K Hold
700
– – 0.03% 173
2026
Q1 		$39.8K Hold
700
– – 0.03% 162
2025
Q4 		$40.2K Hold
700
– – 0.03% 162
2025
Q3 		$39.9K Hold
700
– – 0.03% 166
2025
Q2 		$39K Hold
700
– – 0.03% 165
2025
Q1 		$39.4K Hold
700
– – 0.03% 160
2024
Q4 		$40.1K Buy
+700
New +$40.3K 0.03% 161

Other funds holding CMF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
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
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Asset Planning Inc's CMF Position: Q3 2026 in Review

Asset Planning Inc sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 700 shares — an estimated $40.3K sold.

Asset Planning Inc first reported a position in CMF in Q4 2024 and held it in 7 quarters. The position peaked at $40.3K in Q2 2026. 134 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Asset Planning Inc reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Asset Planning Inc sold 700 iShares California Muni Bond ETF shares in Q3 2026, an estimated $40.3K.
  • Asset Planning Inc first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 7 quarters.
  • Asset Planning Inc's iShares California Muni Bond ETF position peaked at $40.3K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.