FCA Corp’s iShares California Muni Bond ETF CMF Stock Holding History

FCA Corp’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
2025 Q4	–	Sell	-3,636	Closed	-$207K	–	197
2025 Q3	$207K	Hold	3,636	–	–	0.06%	181
2025 Q2	$203K	Sell	3,636 -730	-17%	-$40.5K	0.06%	174
2025 Q1	$246K	Sell	4,366 -114	-3%	-$6.48K	0.08%	156
2024 Q4	$257K	Hold	4,480	–	–	0.08%	147
2024 Q3	$260K	Hold	4,480	–	–	0.08%	154
2024 Q2	$255K	Hold	4,480	–	–	0.08%	158
2024 Q1	$258K	Hold	4,480	–	–	0.08%	156
2023 Q4	$260K	Hold	4,480	–	–	0.09%	152
2023 Q3	$246K	Hold	4,480	–	–	0.09%	151
2023 Q2	$255K	Sell	4,480 -2,800	-38%	-$160K	0.09%	149
2023 Q1	$418K	Sell	7,280 -18	-0.2%	-$1.02K	0.16%	119
2022 Q4	$409K	Sell	7,298 -40	-0.5%	-$2.22K	0.16%	112
2022 Q3	$398K	Sell	7,338 -386	-5%	-$21.9K	0.17%	111
2022 Q2	$436K	Sell	7,724 -279	-3%	-$15.8K	0.17%	114
2022 Q1	$466K	Hold	8,003	–	–	0.16%	121
2021 Q4	$499K	Sell	8,003 -740	-8%	-$46K	0.17%	120
2021 Q3	$543K	Hold	8,743	–	–	0.16%	98
2021 Q2	$547K	Sell	8,743 -121	-1%	-$7.57K	0.15%	117
2021 Q1	$551K	Hold	8,864	–	–	0.16%	115
2020 Q4	$557K	Hold	8,864	–	–	0.18%	109
2020 Q3	$553K	Hold	8,864	–	–	0.19%	106
2020 Q2	$551K	Sell	8,864 -782	-8%	-$47.9K	0.21%	92
2020 Q1	$584K	Hold	9,646	–	–	0.26%	86
2019 Q4	$591K	Buy	9,646 +210	+2%	+$12.8K	0.21%	94
2019 Q3	$578K	Hold	9,436	–	–	0.22%	88
2019 Q2	$572K	Hold	9,436	–	–	0.21%	92
2019 Q1	$562K	Buy	9,436 +160	+2%	+$9.39K	0.22%	89
2018 Q4	$542K	Hold	9,276	–	–	0.24%	84
2018 Q3	$538K	Sell	9,276 -200	-2%	-$11.7K	0.21%	90
2018 Q2	$555K	Hold	9,476	–	–	0.22%	87
2018 Q1	$553K	Sell	9,476 -200	-2%	-$11.7K	0.23%	85
2017 Q4	$572K	Buy	9,676 +1,400	+17%	+$82.9K	0.23%	82
2017 Q3	$490K	Hold	8,276	–	–	0.2%	84
2017 Q2	$487K	Hold	8,276	–	–	0.21%	78
2017 Q1	$481K	Hold	8,276	–	–	0.23%	72
2016 Q4	$478K	Buy	8,276 +860	+12%	+$50.3K	0.24%	70
2016 Q3	$448K	Hold	7,416	–	–	0.23%	72
2016 Q2	$453K	Sell	7,416 -1,312	-15%	-$79.1K	0.23%	74
2016 Q1	$521K	Buy	8,728 +40	+0.5%	+$2.38K	0.28%	68
2015 Q4	$513K	Hold	8,688	–	–	0.3%	65
2015 Q3	$510K	Buy	8,688 +2,368	+37%	+$138K	0.3%	66
2015 Q2	$365K	Sell	6,320 -200	-3%	-$11.6K	0.2%	77
2015 Q1	$385K	Sell	6,520 -300	-4%	-$17.7K	0.21%	78
2014 Q4	$402K	Buy	6,820 +1,600	+31%	+$94.1K	0.23%	74
2014 Q3	$305K	Hold	5,220	–	–	0.17%	96
2014 Q2	$302K	Hold	5,220	–	–	0.17%	97
2014 Q1	$295K	Hold	5,220	–	–	0.18%	93
2013 Q4	$285K	Hold	5,220	–	–	0.16%	93
2013 Q3	$284K	Hold	5,220	–	–	0.17%	96
2013 Q2	$282K	Buy	+5,220	New	+$296K	0.18%	90

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCA Corp's CMF Position: Q4 2025 in Review

FCA Corp sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 3,636 shares — an estimated $207K sold.

FCA Corp first reported a position in CMF in Q2 2013 and held it in 50 quarters. The position peaked at $591K in Q4 2019. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

FCA Corp reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
FCA Corp sold 3,636 iShares California Muni Bond ETF shares in Q4 2025, an estimated $207K.
FCA Corp first reported a position in iShares California Muni Bond ETF in Q2 2013 and held it in 50 quarters.
FCA Corp's iShares California Muni Bond ETF position peaked at $591K in Q4 2019.
336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on FCA Corp's 13F filing for Q4 2025, filed 11 Feb 2026.