KFI
CMF icon

Key Financial Inc’s iShares California Muni Bond ETF CMF Stock Holding History

Key Financial Inc’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
-69
Closed -$3.85K – 1465
2025
Q2 		$3.85K Buy
+69
New +$3.83K ﹤0.01% 1086

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 $4.94B AUM 25.15% 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

Key Financial Inc's CMF Position: Q3 2025 in Review

Key Financial Inc sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 69 shares — an estimated $3.85K sold.

Key Financial Inc first reported a position in CMF in Q2 2025 and held it in 1 quarter. The position peaked at $3.85K in Q2 2025. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Key Financial Inc reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 69 iShares California Muni Bond ETF shares in Q3 2025, an estimated $3.85K.
  • Key Financial Inc first reported a position in iShares California Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Key Financial Inc's iShares California Muni Bond ETF position peaked at $3.85K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.