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

Capital Performance 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
2026 Q3	$442K	Buy	+8,167	New	+$459K	0.03%	195

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Capital Performance Advisors's CMF Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 8,167 shares worth $442K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings.

242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Capital Performance Advisors held 8,167 shares of iShares California Muni Bond ETF worth $442K as of Q3 2026.
iShares California Muni Bond ETF was a new Capital Performance Advisors position in Q3 2026.
iShares California Muni Bond ETF made up 0.03% of Capital Performance Advisors's portfolio in Q3 2026, its #195 holding.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.