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Gateway Wealth Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Gateway Wealth Partners’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
-3,851
Closed -$220K – 461
2025
Q3 		$220K Buy
+3,851
New +$215K 0.03% 383

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B
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SC
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Gateway Wealth Partners's CMF Position: Q4 2025 in Review

Gateway Wealth Partners sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 3,851 shares — an estimated $220K sold.

Gateway Wealth Partners first reported a position in CMF in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • Gateway Wealth Partners reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Gateway Wealth Partners sold 3,851 iShares California Muni Bond ETF shares in Q4 2025, an estimated $220K.
  • Gateway Wealth Partners first reported a position in iShares California Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Gateway Wealth Partners's iShares California Muni Bond ETF position peaked at $220K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Gateway Wealth Partners's 13F filing for Q4 2025, filed 11 Feb 2026.