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

Financial Advisors Network’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 Q1	–	Sell	-4,156	Closed	-$238K	–	186
2024 Q4	$238K	Buy	+4,156	New	+$239K	0.04%	164
2023 Q4	$241K	Hold	4,156	–	–	0.05%	153
2023 Q3	$228K	Buy	+4,156	New	+$234K	0.05%	144
2020 Q1	–	Sell	-4,040	Closed	-$247K	–	107
2019 Q4	$247K	Hold	4,040	–	–	0.11%	96
2019 Q3	$248K	Hold	4,040	–	–	0.13%	94
2019 Q2	$249K	Hold	4,040	–	–	0.13%	92
2019 Q1	$244K	Buy	4,040 +519	+15%	+$30.5K	0.14%	88
2018 Q4	$206K	Buy	+3,521	New	+$203K	0.13%	92

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Financial Advisors Network's CMF Position: Q1 2025 in Review

Financial Advisors Network sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 4,156 shares — an estimated $238K sold.

Financial Advisors Network first reported a position in CMF in Q4 2018 and held it in 8 quarters. The position peaked at $249K in Q2 2019. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

Financial Advisors Network reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Financial Advisors Network sold 4,156 iShares California Muni Bond ETF shares in Q1 2025, an estimated $238K.
Financial Advisors Network first reported a position in iShares California Muni Bond ETF in Q4 2018 and held it in 8 quarters.
Financial Advisors Network's iShares California Muni Bond ETF position peaked at $249K in Q2 2019.
307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Financial Advisors Network's 13F filing for Q1 2025, filed 13 May 2025.