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

Climber 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	$647K	Hold	12,660	–	–	0.4%	47
2026 Q2	$727K	Hold	12,660	–	–	0.44%	41
2026 Q1	$718K	Hold	12,660	–	–	0.47%	42
2025 Q4	$724K	Buy	+12,660	New	+$727K	0.47%	35
2025 Q2	$702K	Hold	12,660	–	–	0.45%	38
2025 Q1	$614K	Buy	+12,660	New	+$720K	0.48%	37

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Climber Capital's CMF Position: Q3 2026 in Review

Climber Capital held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 12,660 shares worth $647K. The position accounts for 0.4% of the portfolio, ranked #47.

Climber Capital first reported a position in CMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $727K in Q2 2026. 144 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Climber Capital held 12,660 shares of iShares California Muni Bond ETF worth $647K as of Q3 2026.
Climber Capital left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
iShares California Muni Bond ETF made up 0.4% of Climber Capital's portfolio in Q3 2026, its #47 holding.
Climber Capital first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Climber Capital's iShares California Muni Bond ETF position peaked at $727K in Q2 2026.
144 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.