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

Kingsview 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
Q3 		– Sell
-4,372
Closed -$244K – 1209
2025
Q2 		$244K Sell
4,372
-949
-18% -$52.7K ﹤0.01% 1030
2025
Q1 		$299K Sell
5,321
-363
-6% -$20.6K 0.01% 891
2024
Q4 		$326K Sell
5,684
-100
-2% -$5.75K 0.01% 871
2024
Q3 		$336K Buy
5,784
+212
+4% +$12.2K 0.01% 845
2024
Q2 		$317K Sell
5,572
-1,191
-18% -$67.8K 0.01% 815
2024
Q1 		$389K Sell
6,763
-342
-5% -$19.7K 0.01% 733
2023
Q4 		$412K Sell
7,105
-3,851
-35% -$215K 0.01% 679
2023
Q3 		$601K Hold
10,956
– – 0.02% 567
2023
Q2 		$624K Sell
10,956
-501
-4% -$28.5K 0.02% 539
2023
Q1 		$658K Sell
11,457
-500
-4% -$28.4K 0.03% 502
2022
Q4 		$671K Sell
11,957
-541
-4% -$30K 0.03% 431
2022
Q3 		$678K Sell
12,498
-31
-0.2% -$1.75K 0.03% 428
2022
Q2 		$707K Sell
12,529
-105
-0.8% -$5.93K 0.03% 455
2022
Q1 		$735K Buy
12,634
+2,491
+25% +$150K 0.03% 482
2021
Q4 		$632K Sell
10,143
-846
-8% -$52.6K 0.03% 515
2021
Q3 		$682K Sell
10,989
-432
-4% -$27.1K 0.03% 475
2021
Q2 		$714K Sell
11,421
-16
-0.1% -$1K 0.04% 463
2021
Q1 		$710K Buy
11,437
+65
+0.6% +$4.06K 0.04% 429
2020
Q4 		$715K Buy
11,372
+500
+5% +$31.2K 0.05% 357
2020
Q3 		$678K Sell
10,872
-3,164
-23% -$198K 0.06% 301
2020
Q2 		$872K Sell
14,036
-73
-0.5% -$4.47K 0.09% 224
2020
Q1 		$854K Sell
14,109
-801
-5% -$49K 0.12% 199
2019
Q4 		$913K Sell
14,910
-363
-2% -$22.2K 0.11% 205
2019
Q3 		$936K Sell
15,273
-100
-0.7% -$6.12K 0.15% 164
2019
Q2 		$932K Sell
15,373
-1,656
-10% -$99.3K 0.16% 160
2019
Q1 		$1.01M Buy
17,029
+3,218
+23% +$189K 0.15% 167
2018
Q4 		$807K Buy
13,811
+994
+8% +$57.2K 0.18% 156
2018
Q3 		$743K Buy
12,817
+2,056
+19% +$120K 0.15% 181
2018
Q2 		$630K Buy
10,761
+2,325
+28% +$135K 0.15% 166
2018
Q1 		$492K Buy
8,436
+2,860
+51% +$167K 0.12% 200
2017
Q4 		$330K Buy
+5,576
New +$330K 0.12% 231

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 $4.91B AUM 31.75% 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

Kingsview Wealth Management's CMF Position: Q3 2025 in Review

Kingsview Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 4,372 shares — an estimated $244K sold.

Kingsview Wealth Management first reported a position in CMF in Q4 2017 and held it in 31 quarters. The position peaked at $1.01M in Q1 2019. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Kingsview Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,372 iShares California Muni Bond ETF shares in Q3 2025, an estimated $244K.
  • Kingsview Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 31 quarters.
  • Kingsview Wealth Management's iShares California Muni Bond ETF position peaked at $1.01M in Q1 2019.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.