GI
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GAMMA Investing’s iShares California Muni Bond ETF CMF Stock Holding History

GAMMA Investing’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 		$55.1K Buy
1,019
+62
+6% +$3.49K ﹤0.01% 2298
2026
Q2 		$55.2K Sell
957
-10,149
-91% -$581K ﹤0.01% 2232
2026
Q1 		$631K Buy
11,106
+5,956
+116% +$344K 0.03% 488
2025
Q4 		$296K Buy
5,150
+211
+4% +$12.1K 0.01% 774
2025
Q3 		$282K Buy
4,939
+1,248
+34% +$69.8K 0.02% 755
2025
Q2 		$206K Sell
3,691
-4,670
-56% -$259K 0.01% 900
2025
Q1 		$471K Buy
8,361
+1,468
+21% +$83.4K 0.04% 445
2024
Q4 		$395K Buy
6,893
+1,519
+28% +$87.3K 0.03% 444
2024
Q3 		$312K Buy
5,374
+4,584
+580% +$264K 0.03% 454
2024
Q2 		$44.9K Hold
790
– – 0.01% 1274
2024
Q1 		$45.5K Buy
790
+193
+32% +$11.1K 0.01% 1107
2023
Q4 		$34.6K Buy
+597
New +$33.3K 0.01% 1135

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's CMF Position: Q3 2026 in Review

GAMMA Investing increased its iShares California Muni Bond ETF (CMF) stake by 6.5% in Q3 2026, buying an estimated $3.49K and bringing the position to 1,019 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

GAMMA Investing first reported a position in CMF in Q4 2023 and has held it in 12 quarters since. The position peaked at $631K in Q1 2026. 19 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • GAMMA Investing held 1,019 shares of iShares California Muni Bond ETF worth $55.1K as of Q3 2026.
  • GAMMA Investing bought 62 iShares California Muni Bond ETF shares in Q3 2026, an estimated $3.49K.
  • iShares California Muni Bond ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2298 holding.
  • GAMMA Investing first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares California Muni Bond ETF position peaked at $631K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.