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GWN Securities’s iShares California Muni Bond ETF CMF Stock Holding History

GWN Securities’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
-3,817
Closed -$218K – 448
2025
Q3 		$218K Buy
3,817
+91
+2% +$5.09K 0.05% 344
2025
Q2 		$208K Sell
3,726
-45,571
-92% -$2.53M 0.04% 367
2025
Q1 		$2.74M Buy
+49,297
New +$2.8M 0.15% 163

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWN Securities's CMF Position: Q4 2025 in Review

GWN Securities sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 3,817 shares — an estimated $218K sold.

GWN Securities first reported a position in CMF in Q1 2025 and held it in 3 quarters. The position peaked at $2.74M in Q1 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • GWN Securities reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GWN Securities sold 3,817 iShares California Muni Bond ETF shares in Q4 2025, an estimated $218K.
  • GWN Securities first reported a position in iShares California Muni Bond ETF in Q1 2025 and held it in 3 quarters.
  • GWN Securities's iShares California Muni Bond ETF position peaked at $2.74M in Q1 2025.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on GWN Securities's 13F filing for Q4 2025, filed 11 Feb 2026.