Client First Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Client First Capital’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	$5.01M	Hold	92,578	–	–	1.99%	14
2026 Q2	$5.34M	Hold	92,578	–	–	2.12%	13
2026 Q1	$5.26M	Hold	92,578	–	–	2.28%	13
2025 Q4	$5.32M	Hold	92,578	–	–	2.24%	11
2025 Q3	$5.28M	Hold	92,578	–	–	2.35%	11
2025 Q2	$5.16M	Hold	92,578	–	–	2.42%	11
2025 Q1	$5.21M	Hold	92,578	–	–	2.67%	11
2024 Q4	$5.3M	Buy	92,578 +138	+0.1%	+$7.94K	2.73%	10
2024 Q3	$5.37M	Buy	92,440 +86,569	+1,475%	+$4.99M	2.97%	10
2024 Q2	$334K	Hold	5,871	–	–	0.2%	16
2024 Q1	$338K	Sell	5,871 -607	-9%	-$35K	0.24%	13
2023 Q4	$375K	Sell	6,478 -11,196	-63%	-$625K	0.27%	18
2023 Q3	$969K	Hold	17,674	–	–	0.7%	15
2023 Q2	$1.01M	Hold	17,674	–	–	0.75%	17
2023 Q1	$1.01M	Sell	17,674 -80	-0.5%	-$4.55K	0.78%	17
2022 Q4	$996K	Sell	17,754 -1,086	-6%	-$60.3K	0.78%	19
2022 Q3	$1.02M	Hold	18,840	–	–	0.75%	19
2022 Q2	$1.06M	Hold	18,840	–	–	0.82%	19
2022 Q1	$1.1M	Sell	18,840 -2,070	-10%	-$125K	0.74%	20
2021 Q4	$1.3M	Buy	+20,910	New	+$1.3M	0.93%	21

Other funds holding CMF

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

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

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Client First Capital's CMF Position: Q3 2026 in Review

Client First Capital held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 92,578 shares worth $5.01M. The position accounts for 1.99% of the portfolio, ranked #14.

Client First Capital first reported a position in CMF in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.37M in Q3 2024. 156 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Client First Capital held 92,578 shares of iShares California Muni Bond ETF worth $5.01M as of Q3 2026.
Client First Capital left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
iShares California Muni Bond ETF made up 1.99% of Client First Capital's portfolio in Q3 2026, its #14 holding.
Client First Capital first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
Client First Capital's iShares California Muni Bond ETF position peaked at $5.37M in Q3 2024.
156 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.