CX Institutional
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CX Institutional’s iShares California Muni Bond ETF CMF Stock Holding History

CX Institutional’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 		– Sell
-1,133
Closed -$65K – 1684
2026
Q2 		$65K Buy
1,133
+8
+0.7% +$458 ﹤0.01% 937
2026
Q1 		$64K Sell
1,125
-1
-0.1% -$58 ﹤0.01% 931
2025
Q4 		$65K Buy
1,126
+18
+2% +$1.03K ﹤0.01% 926
2025
Q3 		$63K Buy
+1,108
New +$62K ﹤0.01% 901

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

CX Institutional's CMF Position: Q3 2026 in Review

CX Institutional sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 1,133 shares — an estimated $65K sold.

CX Institutional first reported a position in CMF in Q3 2025 and held it in 4 quarters. The position peaked at $65K in Q2 2026. 93 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • CX Institutional reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 1,133 iShares California Muni Bond ETF shares in Q3 2026, an estimated $65K.
  • CX Institutional first reported a position in iShares California Muni Bond ETF in Q3 2025 and held it in 4 quarters.
  • CX Institutional's iShares California Muni Bond ETF position peaked at $65K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.