Certuity’s iShares California Muni Bond ETF CMF Stock Holding History

Certuity’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 Q4	–	Sell	-8,755	Closed	-$499K	–	595
2025 Q3	$499K	Buy	+8,755	New	+$490K	0.03%	268

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Certuity's CMF Position: Q4 2025 in Review

Certuity sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 8,755 shares — an estimated $499K sold.

Certuity first reported a position in CMF in Q3 2025 and held it in 1 quarter. The position peaked at $499K in Q3 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

Certuity reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Certuity sold 8,755 iShares California Muni Bond ETF shares in Q4 2025, an estimated $499K.
Certuity first reported a position in iShares California Muni Bond ETF in Q3 2025 and held it in 1 quarter.
Certuity's iShares California Muni Bond ETF position peaked at $499K in Q3 2025.
336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Certuity's 13F filing for Q4 2025, filed 30 Jan 2026.