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

Integrated Advisors Network’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	$696K	Sell	12,862 -68	-0.5%	-$3.82K	0.03%	396
2026 Q2	$745K	Sell	12,930 -61,529	-83%	-$3.52M	0.03%	390
2026 Q1	$4.23M	Buy	+74,459	New	+$4.3M	0.22%	117
2021 Q1	–	Sell	-7,081	Closed	-$445K	–	549
2020 Q4	$445K	Buy	7,081 +584	+9%	+$36.5K	0.05%	301
2020 Q3	$405K	Buy	+6,497	New	+$407K	0.05%	290

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Integrated Advisors Network's CMF Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares California Muni Bond ETF (CMF) stake by 0.53% in Q3 2026, selling an estimated $3.82K and leaving 12,862 shares worth $696K. The position accounts for 0.03% of the portfolio, ranked #396.

Integrated Advisors Network first reported a position in CMF in Q3 2020 and has held it in 5 quarters since. The position peaked at $4.23M in Q1 2026. 242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Integrated Advisors Network held 12,862 shares of iShares California Muni Bond ETF worth $696K as of Q3 2026.
Integrated Advisors Network sold 68 iShares California Muni Bond ETF shares in Q3 2026, an estimated $3.82K.
iShares California Muni Bond ETF made up 0.03% of Integrated Advisors Network's portfolio in Q3 2026, its #396 holding.
Integrated Advisors Network first reported a position in iShares California Muni Bond ETF in Q3 2020 and has held it in 5 quarters since.
Integrated Advisors Network's iShares California Muni Bond ETF position peaked at $4.23M in Q1 2026.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.