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Caliber Wealth Management (Kansas)’s iShares California Muni Bond ETF CMF Stock Holding History

Caliber Wealth Management (Kansas)’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
Q1 		– Sell
-8,164
Closed -$469K – 273
2025
Q4 		$469K Hold
8,164
– – 0.05% 180
2025
Q3 		$466K Hold
8,164
– – 0.05% 177
2025
Q2 		$455K Buy
+8,164
New +$453K 0.05% 189

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CMF Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 8,164 shares — an estimated $469K sold.

Caliber Wealth Management (Kansas) first reported a position in CMF in Q2 2025 and held it in 3 quarters. The position peaked at $469K in Q4 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Caliber Wealth Management (Kansas) reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 8,164 iShares California Muni Bond ETF shares in Q1 2026, an estimated $469K.
  • Caliber Wealth Management (Kansas) first reported a position in iShares California Muni Bond ETF in Q2 2025 and held it in 3 quarters.
  • Caliber Wealth Management (Kansas)'s iShares California Muni Bond ETF position peaked at $469K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.