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

Integris Wealth Management’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 Q1	–	Sell	-9,213	Closed	-$528K	–	105
2024 Q4	$528K	Hold	9,213	–	–	0.15%	50
2024 Q3	$535K	Hold	9,213	–	–	0.15%	44
2024 Q2	$524K	Sell	9,213 -3,029	-25%	-$172K	0.15%	41
2024 Q1	$704K	Hold	12,242	–	–	0.19%	39
2023 Q4	$709K	Sell	12,242 -1,154	-9%	-$64.4K	0.21%	38
2023 Q3	$735K	Hold	13,396	–	–	0.24%	36
2023 Q2	$763K	Hold	13,396	–	–	0.27%	31
2023 Q1	$769K	Hold	13,396	–	–	0.28%	32
2022 Q4	$752K	Buy	+13,396	New	+$743K	0.29%	32

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Integris Wealth Management's CMF Position: Q1 2025 in Review

Integris Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2025, closing a stake of 9,213 shares — an estimated $528K sold.

Integris Wealth Management first reported a position in CMF in Q4 2022 and held it in 9 quarters. The position peaked at $769K in Q1 2023. 307 funds tracked by Wall St. Rank hold CMF as of Q1 2025.

Integris Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Integris Wealth Management sold 9,213 iShares California Muni Bond ETF shares in Q1 2025, an estimated $528K.
Integris Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 9 quarters.
Integris Wealth Management's iShares California Muni Bond ETF position peaked at $769K in Q1 2023.
307 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2025.

Based on Integris Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.