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

Foronjy Financial’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	$733K	Buy	13,542 +1,138	+9%	+$64K	0.26%	51
2026 Q2	$715K	Sell	12,404 -15,881	-56%	-$909K	0.26%	50
2026 Q1	$1.61M	Sell	28,285 -1,289	-4%	-$74.4K	0.67%	33
2025 Q4	$1.7M	Buy	29,574 +2,931	+11%	+$168K	0.71%	33
2025 Q3	$1.52M	Sell	26,643 -1,434	-5%	-$80.2K	0.67%	29
2025 Q2	$1.57M	Buy	+28,077	New	+$1.56M	0.73%	31

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Foronjy Financial's CMF Position: Q3 2026 in Review

Foronjy Financial increased its iShares California Muni Bond ETF (CMF) stake by 9.2% in Q3 2026, buying an estimated $64K and bringing the position to 13,542 shares worth $733K. The position accounts for 0.26% of the portfolio, ranked #51.

Foronjy Financial first reported a position in CMF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.7M in Q4 2025. 320 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Foronjy Financial held 13,542 shares of iShares California Muni Bond ETF worth $733K as of Q3 2026.
Foronjy Financial bought 1,138 iShares California Muni Bond ETF shares in Q3 2026, an estimated $64K.
iShares California Muni Bond ETF made up 0.26% of Foronjy Financial's portfolio in Q3 2026, its #51 holding.
Foronjy Financial first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Foronjy Financial's iShares California Muni Bond ETF position peaked at $1.7M in Q4 2025.
320 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.