Bradley & Co Private Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Bradley & Co Private Wealth Management’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	-3,205	Closed	-$179K	–	206
2025 Q2	$179K	Hold	3,205	–	–	0.11%	45
2025 Q1	$180K	Hold	3,205	–	–	0.12%	44
2024 Q4	$184K	Buy	+3,205	New	+$184K	0.11%	42
2024 Q2	$182K	Hold	3,205	–	–	0.13%	40
2024 Q1	$184K	Sell	3,205 -782	-20%	-$45.1K	0.15%	37
2023 Q4	$231K	Hold	3,987	–	–	0.21%	29
2023 Q3	$219K	Hold	3,987	–	–	0.23%	28
2023 Q2	$227K	Hold	3,987	–	–	0.22%	30
2023 Q1	$229K	Hold	3,987	–	–	0.25%	29
2022 Q4	$224K	Buy	3,987 +159	+4%	+$8.82K	0.27%	31
2022 Q3	$208K	Hold	3,828	–	–	0.25%	33
2022 Q2	$216K	Sell	3,828 -21,224	-85%	-$1.2M	0.24%	43
2022 Q1	$1.46M	Sell	25,052 -25,324	-50%	-$1.52M	1.25%	16
2021 Q4	$3.14M	Buy	50,376 +3,828	+8%	+$238K	2.52%	14
2021 Q3	$2.89M	Buy	46,548 +912	+2%	+$57.2K	2.49%	14
2021 Q2	$2.86M	Buy	45,636 +3,156	+7%	+$197K	2.49%	14
2021 Q1	$2.64M	Buy	+42,480	New	+$2.66M	2.44%	14

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bradley & Co Private Wealth Management's CMF Position: Q3 2025 in Review

Bradley & Co Private Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 3,205 shares — an estimated $179K sold.

Bradley & Co Private Wealth Management first reported a position in CMF in Q1 2021 and held it in 17 quarters. The position peaked at $3.14M in Q4 2021. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

Bradley & Co Private Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 3,205 iShares California Muni Bond ETF shares in Q3 2025, an estimated $179K.
Bradley & Co Private Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2021 and held it in 17 quarters.
Bradley & Co Private Wealth Management's iShares California Muni Bond ETF position peaked at $3.14M in Q4 2021.
315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.