Members Wealth
CMF icon

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

Members Wealth’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 		– Sell
-8,317
Closed -$479K – 130
2026
Q2 		$479K Buy
8,317
+3,133
+60% +$179K 0.26% 63
2026
Q1 		$298K Buy
5,184
+910
+21% +$52.5K 0.18% 88
2025
Q4 		$247K Buy
+4,274
New +$245K 0.15% 91

Other funds holding CMF

Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Members Wealth's CMF Position: Q3 2026 in Review

Members Wealth sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 8,317 shares — an estimated $479K sold.

Members Wealth first reported a position in CMF in Q4 2025 and held it in 3 quarters. The position peaked at $479K in Q2 2026. 205 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Members Wealth reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Members Wealth sold 8,317 iShares California Muni Bond ETF shares in Q3 2026, an estimated $479K.
  • Members Wealth first reported a position in iShares California Muni Bond ETF in Q4 2025 and held it in 3 quarters.
  • Members Wealth's iShares California Muni Bond ETF position peaked at $479K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.