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IFP Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

IFP Advisors’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
Q3 		– Sell
-1,121
Closed -$62.5K – 4850
2025
Q2 		$62.5K Hold
1,121
– – ﹤0.01% 1928
2025
Q1 		$63.1K Sell
1,121
-200
-15% -$11.4K ﹤0.01% 1774
2024
Q4 		$75.7K Hold
1,321
– – ﹤0.01% 1612
2024
Q3 		$76.8K Sell
1,321
-300
-19% -$17.3K ﹤0.01% 1531
2024
Q2 		$92.2K Hold
1,621
– – ﹤0.01% 1401
2024
Q1 		$93.3K Hold
1,621
– – ﹤0.01% 1321
2023
Q4 		$93.9K Sell
1,621
-3,067
-65% -$171K ﹤0.01% 1277
2023
Q3 		$257K Buy
4,688
+636
+16% +$35.8K 0.01% 849
2023
Q2 		$231K Buy
4,052
+23
+0.6% +$1.31K 0.01% 954
2023
Q1 		$236K Buy
4,029
+15
+0.4% +$853 0.01% 883
2022
Q4 		$235K Buy
4,014
+28
+0.7% +$1.55K 0.01% 1275
2022
Q3 		$233K Buy
3,986
+18
+0.5% +$1.02K 0.01% 1321
2022
Q2 		$232K Hold
3,968
– – 0.01% 1202
2022
Q1 		$232K Buy
+3,968
New +$239K 0.01% 1202
2019
Q1 		$202K Sell
3,372
-4,237
-56% -$249K 0.03% 467
2018
Q4 		$444K Sell
7,609
-475
-6% -$27.4K 0.03% 599
2018
Q3 		$469K Buy
8,084
+2,550
+46% +$149K 0.02% 690
2018
Q2 		$324K Sell
5,534
-356
-6% -$20.7K 0.01% 851
2018
Q1 		$348K Hold
5,890
– – 0.02% 770
2017
Q4 		$348K Sell
5,890
-956
-14% -$56.6K 0.02% 770
2017
Q3 		$406K Sell
6,846
-3,282
-32% -$195K 0.02% 775
2017
Q2 		$596K Sell
10,128
-2,972
-23% -$175K 0.03% 609
2017
Q1 		$762K Buy
13,100
+24
+0.2% +$1.39K 0.03% 510
2016
Q4 		$755K Buy
13,076
+886
+7% +$51.8K 0.04% 468
2016
Q3 		$736K Buy
12,190
+5,360
+78% +$325K 0.04% 448
2016
Q2 		$417K Buy
6,830
+86
+1% +$5.18K 0.02% 612
2016
Q1 		$202K Buy
6,744
+542
+9% +$32.3K 0.03% 467
2015
Q4 		$366K Buy
+6,202
New +$364K 0.02% 580

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IFP Advisors's CMF Position: Q3 2025 in Review

IFP Advisors sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 1,121 shares — an estimated $62.5K sold.

IFP Advisors first reported a position in CMF in Q4 2015 and held it in 28 quarters. The position peaked at $762K in Q1 2017. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • IFP Advisors reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 1,121 iShares California Muni Bond ETF shares in Q3 2025, an estimated $62.5K.
  • IFP Advisors first reported a position in iShares California Muni Bond ETF in Q4 2015 and held it in 28 quarters.
  • IFP Advisors's iShares California Muni Bond ETF position peaked at $762K in Q1 2017.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.