Certus Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Certus 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	$7.26M	Sell	127,232 -14,787	-10%	-$827K	4.34%	9
2025 Q2	$7.92M	Sell	142,019 -1	-0%	-$56	5.1%	6
2025 Q1	$7.9M	Buy	142,020 +2,014	+1%	+$114K	5.36%	4
2024 Q4	$7.98M	Buy	140,006 +12,176	+10%	+$700K	5.34%	6
2024 Q3	$7.43M	Buy	127,830 +1,977	+2%	+$114K	5.17%	5
2024 Q2	$7.16M	Buy	125,853 +10,227	+9%	+$582K	5.44%	5
2024 Q1	$6.58M	Buy	115,626 +42,392	+58%	+$2.45M	5.24%	5
2023 Q4	$4.24M	Buy	73,234 +23,185	+46%	+$1.29M	3.6%	9
2023 Q3	$2.74M	Buy	50,049 +19,646	+65%	+$1.11M	2.62%	12
2023 Q2	$1.73M	Buy	+30,403	New	+$1.73M	1.72%	15

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

Certus Wealth Management's CMF Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares California Muni Bond ETF (CMF) stake by 10% in Q3 2025, selling an estimated $827K and leaving 127,232 shares worth $7.26M. The position accounts for 4.34% of the portfolio, ranked #9.

Certus Wealth Management first reported a position in CMF in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.98M in Q4 2024. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

Certus Wealth Management held 127,232 shares of iShares California Muni Bond ETF worth $7.26M as of Q3 2025.
Certus Wealth Management sold 14,787 iShares California Muni Bond ETF shares in Q3 2025, an estimated $827K.
iShares California Muni Bond ETF made up 4.34% of Certus Wealth Management's portfolio in Q3 2025, its #9 holding.
Certus Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares California Muni Bond ETF position peaked at $7.98M in Q4 2024.
315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.