Falcon Wealth Planning
CMF icon

Falcon Wealth Planning’s iShares California Muni Bond ETF CMF Stock Holding History

Falcon Wealth Planning’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 		$336K Buy
6,213
+538
+9% +$30.3K 0.02% 187
2026
Q2 		$327K Sell
5,675
-431
-7% -$24.7K 0.02% 182
2026
Q1 		$347K Buy
6,106
+990
+19% +$57.1K 0.02% 163
2025
Q4 		$294K Sell
5,116
-139
-3% -$7.98K 0.02% 169
2025
Q3 		$300K Sell
5,255
-692
-12% -$38.7K 0.03% 150
2025
Q2 		$331K Sell
5,947
-2,949
-33% -$164K 0.03% 132
2025
Q1 		$501K Sell
8,896
-108
-1% -$6.14K 0.06% 104
2024
Q4 		$516K Buy
9,004
+4,393
+95% +$253K 0.06% 94
2024
Q3 		$268K Sell
4,611
-831
-15% -$47.9K 0.03% 129
2024
Q2 		$310K Sell
5,442
-711
-12% -$40.5K 0.04% 105
2024
Q1 		$354K Hold
6,153
– – 0.06% 103
2023
Q4 		$357K Buy
6,153
+328
+6% +$18.3K 0.06% 92
2023
Q3 		$319K Sell
5,825
-823
-12% -$46.3K 0.07% 79
2023
Q2 		$379K Sell
6,648
-715
-10% -$40.7K 0.08% 68
2023
Q1 		$423K Sell
7,363
-121
-2% -$6.88K 0.11% 60
2022
Q4 		$420K Sell
7,484
-44
-0.6% -$2.44K 0.12% 57
2022
Q3 		$408K Sell
7,528
-54
-0.7% -$3.06K 0.14% 51
2022
Q2 		$428K Sell
7,582
-1,631
-18% -$92.1K 0.15% 54
2022
Q1 		$536K Sell
9,213
-2,154
-19% -$130K 0.17% 46
2021
Q4 		$709K Sell
11,367
-717
-6% -$44.5K 0.23% 37
2021
Q3 		$750K Buy
12,084
+2,876
+31% +$180K 0.29% 32
2021
Q2 		$577K Sell
9,208
-1,842
-17% -$115K 0.25% 38
2021
Q1 		$686K Buy
11,050
+799
+8% +$49.9K 0.34% 29
2020
Q4 		$644K Buy
+10,251
New +$640K 0.36% 29

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

Falcon Wealth Planning's CMF Position: Q3 2026 in Review

Falcon Wealth Planning increased its iShares California Muni Bond ETF (CMF) stake by 9.5% in Q3 2026, buying an estimated $30.3K and bringing the position to 6,213 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #187.

Falcon Wealth Planning first reported a position in CMF in Q4 2020 and has held it in 24 quarters since. The position peaked at $750K in Q3 2021. 220 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Falcon Wealth Planning held 6,213 shares of iShares California Muni Bond ETF worth $336K as of Q3 2026.
  • Falcon Wealth Planning bought 538 iShares California Muni Bond ETF shares in Q3 2026, an estimated $30.3K.
  • iShares California Muni Bond ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q3 2026, its #187 holding.
  • Falcon Wealth Planning first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Falcon Wealth Planning's iShares California Muni Bond ETF position peaked at $750K in Q3 2021.
  • 220 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.