CV Advisors
CMF icon

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

CV 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 		$763K Buy
14,139
+2,839
+25% +$160K 0.13% 65
2026
Q2 		$650K Hold
11,300
– – 0.12% 71
2026
Q1 		$641K Buy
+11,300
New +$652K 0.17% 28

Other funds holding CMF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
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
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

CV Advisors's CMF Position: Q3 2026 in Review

CV Advisors increased its iShares California Muni Bond ETF (CMF) stake by 25% in Q3 2026, buying an estimated $160K and bringing the position to 14,139 shares worth $763K. The position accounts for 0.13% of the portfolio, ranked #65.

CV Advisors first reported a position in CMF in Q1 2026 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • CV Advisors held 14,139 shares of iShares California Muni Bond ETF worth $763K as of Q3 2026.
  • CV Advisors bought 2,839 iShares California Muni Bond ETF shares in Q3 2026, an estimated $160K.
  • iShares California Muni Bond ETF made up 0.13% of CV Advisors's portfolio in Q3 2026, its #65 holding.
  • CV Advisors first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.