FFA
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Farther Finance Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Farther Finance 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 		$4.75M Sell
87,718
-40,622
-32% -$2.28M 0.03% 449
2026
Q2 		$7.4M Buy
128,340
+311
+0.2% +$17.8K 0.06% 289
2026
Q1 		$7.28M Sell
128,029
-3,572
-3% -$206K 0.07% 258
2025
Q4 		$7.56M Buy
131,601
+112,846
+602% +$6.48M 0.08% 222
2025
Q3 		$1.07M Buy
18,755
+5,903
+46% +$330K 0.02% 690
2025
Q2 		$716K Sell
12,852
-3,036
-19% -$169K 0.01% 739
2025
Q1 		$894K Buy
15,888
+13,100
+470% +$745K 0.02% 556
2024
Q4 		$160K Buy
2,788
+155
+6% +$8.91K 0.01% 1093
2024
Q3 		$153K Sell
2,633
-1,851
-41% -$107K 0.01% 1110
2024
Q2 		$254K Buy
4,484
+3,664
+447% +$208K 0.01% 735
2024
Q1 		$46.9K Buy
+820
New +$47.3K ﹤0.01% 1213

Other funds holding CMF

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors's CMF Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 32% in Q3 2026, selling an estimated $2.28M and leaving 87,718 shares worth $4.75M. The position accounts for 0.03% of the portfolio, ranked #449.

Farther Finance Advisors first reported a position in CMF in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.56M in Q4 2025. 19 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Farther Finance Advisors held 87,718 shares of iShares California Muni Bond ETF worth $4.75M as of Q3 2026.
  • Farther Finance Advisors sold 40,622 iShares California Muni Bond ETF shares in Q3 2026, an estimated $2.28M.
  • iShares California Muni Bond ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #449 holding.
  • Farther Finance Advisors first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's iShares California Muni Bond ETF position peaked at $7.56M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.