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Bristlecone Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Bristlecone Advisors’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 		$896K Sell
15,704
-1,361
-8% -$76.1K 0.07% 135
2025
Q2 		$951K Sell
17,065
-35
-0.2% -$1.94K 0.08% 131
2025
Q1 		$962K Buy
17,100
+4,595
+37% +$261K 0.08% 153
2024
Q4 		$716K Buy
12,505
+841
+7% +$48.4K 0.06% 166
2024
Q3 		$678K Buy
11,664
+438
+4% +$25.2K 0.05% 163
2024
Q2 		$639K Buy
11,226
+516
+5% +$29.4K 0.05% 159
2024
Q1 		$616K Buy
10,710
+896
+9% +$51.7K 0.05% 168
2023
Q4 		$569K Buy
9,814
+536
+6% +$29.9K 0.06% 168
2023
Q3 		$509K Buy
9,278
+1,400
+18% +$78.8K 0.06% 170
2023
Q2 		$449K Buy
7,878
+1,066
+16% +$60.7K 0.05% 186
2023
Q1 		$391K Buy
6,812
+837
+14% +$47.6K 0.04% 191
2022
Q4 		$335K Hold
5,975
– – 0.04% 198
2022
Q3 		$324K Sell
5,975
-1,194
-17% -$67.6K 0.04% 194
2022
Q2 		$405K Sell
7,169
-1,210
-14% -$68.3K 0.05% 183
2022
Q1 		$487K Sell
8,379
-7,266
-46% -$437K 0.06% 160
2021
Q4 		$975K Sell
15,645
-3,471
-18% -$216K 0.12% 127
2021
Q3 		$1.19M Buy
19,116
+7,966
+71% +$499K 0.16% 115
2021
Q2 		$698K Hold
11,150
– – 0.09% 132
2021
Q1 		$693K Buy
11,150
+1,250
+13% +$78.1K 0.1% 131
2020
Q4 		$622K Buy
9,900
+875
+10% +$54.6K 0.1% 129
2020
Q3 		$563K Buy
9,025
+160
+2% +$10K 0.1% 125
2020
Q2 		$551K Buy
+8,865
New +$543K 0.11% 118
2020
Q1 		– Sell
-5,000
Closed -$306K – 162
2019
Q4 		$306K Buy
+5,000
New +$306K 0.06% 166

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bristlecone Advisors's CMF Position: Q3 2025 in Review

Bristlecone Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 8% in Q3 2025, selling an estimated $76.1K and leaving 15,704 shares worth $896K. The position accounts for 0.07% of the portfolio, ranked #135.

Bristlecone Advisors first reported a position in CMF in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.19M in Q3 2021. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Bristlecone Advisors held 15,704 shares of iShares California Muni Bond ETF worth $896K as of Q3 2025.
  • Bristlecone Advisors sold 1,361 iShares California Muni Bond ETF shares in Q3 2025, an estimated $76.1K.
  • iShares California Muni Bond ETF made up 0.07% of Bristlecone Advisors's portfolio in Q3 2025, its #135 holding.
  • Bristlecone Advisors first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Bristlecone Advisors's iShares California Muni Bond ETF position peaked at $1.19M in Q3 2021.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.