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

Instrumental Wealth’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	$899K	Buy	16,614 +338	+2%	+$19K	0.44%	27
2026 Q2	$938K	Buy	16,276 +2,662	+20%	+$152K	0.48%	25
2026 Q1	$774K	Buy	13,614 +33	+0.2%	+$1.9K	0.48%	24
2025 Q4	$793K	Buy	13,581 +463	+4%	+$26.6K	0.48%	23
2025 Q3	$754K	Buy	13,118 +182	+1%	+$10.2K	0.53%	24
2025 Q2	$717K	Buy	12,936 +330	+3%	+$18.3K	0.57%	21
2025 Q1	$698K	Buy	12,606 +1,091	+9%	+$62K	0.63%	20
2024 Q4	$658K	Buy	11,515 +561	+5%	+$32.3K	0.62%	19
2024 Q3	$630K	Buy	+10,954	New	+$631K	0.61%	19

Other funds holding CMF

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return

Instrumental Wealth's CMF Position: Q3 2026 in Review

Instrumental Wealth increased its iShares California Muni Bond ETF (CMF) stake by 2.1% in Q3 2026, buying an estimated $19K and bringing the position to 16,614 shares worth $899K. The position accounts for 0.44% of the portfolio, ranked #27.

Instrumental Wealth first reported a position in CMF in Q3 2024 and has held it in 9 quarters since. The position peaked at $938K in Q2 2026. 82 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Instrumental Wealth held 16,614 shares of iShares California Muni Bond ETF worth $899K as of Q3 2026.
Instrumental Wealth bought 338 iShares California Muni Bond ETF shares in Q3 2026, an estimated $19K.
iShares California Muni Bond ETF made up 0.44% of Instrumental Wealth's portfolio in Q3 2026, its #27 holding.
Instrumental Wealth first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
Instrumental Wealth's iShares California Muni Bond ETF position peaked at $938K in Q2 2026.
82 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.