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Gerald Baker Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Gerald Baker Financial Group’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 		– Sell
-3,820
Closed -$220K – 126
2026
Q2 		$220K Buy
3,820
+27
+0.7% +$1.55K 0.06% 122
2026
Q1 		$216K Buy
+3,793
New +$219K 0.07% 109

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
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
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Gerald Baker Financial Group's CMF Position: Q3 2026 in Review

Gerald Baker Financial Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 3,820 shares — an estimated $220K sold.

Gerald Baker Financial Group first reported a position in CMF in Q1 2026 and held it in 2 quarters. The position peaked at $220K in Q2 2026. 18 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Gerald Baker Financial Group reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Gerald Baker Financial Group sold 3,820 iShares California Muni Bond ETF shares in Q3 2026, an estimated $220K.
  • Gerald Baker Financial Group first reported a position in iShares California Muni Bond ETF in Q1 2026 and held it in 2 quarters.
  • Gerald Baker Financial Group's iShares California Muni Bond ETF position peaked at $220K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.