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

Independent 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 		$2.61M Buy
48,135
+39,604
+464% +$2.23M 0.05% 387
2026
Q2 		$492K Sell
8,531
-2,766
-24% -$158K 0.01% 1002
2026
Q1 		$642K Sell
11,297
-6,203
-35% -$358K 0.01% 808
2025
Q4 		$1.01M Buy
17,500
+760
+5% +$43.6K 0.02% 614
2025
Q3 		$955K Buy
+16,740
New +$937K 0.02% 612
2022
Q3 		– Sell
-4,617
Closed -$261K – 751
2022
Q2 		$261K Sell
4,617
-171
-4% -$9.66K 0.03% 544
2022
Q1 		$279K Buy
4,788
+11
+0.2% +$662 0.02% 626
2021
Q4 		$298K Sell
4,777
-75
-2% -$4.66K 0.02% 596
2021
Q3 		$301K Sell
4,852
-1,160
-19% -$72.7K 0.03% 524
2021
Q2 		$376K Buy
6,012
+311
+5% +$19.4K 0.04% 456
2021
Q1 		$354K Buy
5,701
+390
+7% +$24.4K 0.05% 423
2020
Q4 		$334K Sell
5,311
-27
-0.5% -$1.69K 0.05% 400
2020
Q3 		$333K Buy
+5,338
New +$334K 0.06% 330

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
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 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
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Independent Financial Group's CMF Position: Q3 2026 in Review

Independent Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 464% in Q3 2026, buying an estimated $2.23M and bringing the position to 48,135 shares worth $2.61M. The position accounts for 0.05% of the portfolio, ranked #387.

Independent Financial Group first reported a position in CMF in Q3 2020 and has held it in 13 quarters since. 24 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Independent Financial Group held 48,135 shares of iShares California Muni Bond ETF worth $2.61M as of Q3 2026.
  • Independent Financial Group bought 39,604 iShares California Muni Bond ETF shares in Q3 2026, an estimated $2.23M.
  • iShares California Muni Bond ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #387 holding.
  • Independent Financial Group first reported a position in iShares California Muni Bond ETF in Q3 2020 and has held it in 13 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

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