Larson Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Larson Financial Group’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	$90.4K	Hold	1,671	–	–	﹤0.01%	1281
2026 Q2	$96.3K	Hold	1,671	–	–	﹤0.01%	1209
2026 Q1	$95K	Hold	1,671	–	–	﹤0.01%	1020
2025 Q4	$96K	Hold	1,671	–	–	﹤0.01%	948
2025 Q3	$95.3K	Hold	1,671	–	–	﹤0.01%	924
2025 Q2	$93.1K	Buy	1,671 +171	+11%	+$9.49K	﹤0.01%	866
2025 Q1	$84.4K	Hold	1,500	–	–	﹤0.01%	841
2024 Q4	$85.9K	Hold	1,500	–	–	﹤0.01%	760
2024 Q3	$87.2K	Buy	1,500 +750	+100%	+$43.2K	﹤0.01%	762
2024 Q2	$42.7K	Buy	+750	New	+$42.7K	﹤0.01%	850

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

Larson Financial Group's CMF Position: Q3 2026 in Review

Larson Financial Group held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 1,671 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Larson Financial Group first reported a position in CMF in Q2 2024 and has held it in 10 quarters since. The position peaked at $96.3K in Q2 2026. 242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Larson Financial Group held 1,671 shares of iShares California Muni Bond ETF worth $90.4K as of Q3 2026.
Larson Financial Group left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1281 holding.
Larson Financial Group first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 10 quarters since.
Larson Financial Group's iShares California Muni Bond ETF position peaked at $96.3K in Q2 2026.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.