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One Degree Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

One Degree Advisors’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
-15,632
Closed -$871K – 72
2025
Q2 		$871K Buy
+15,632
New +$868K 0.31% 39
2024
Q4 		– Sell
-4,731
Closed -$275K – 63
2024
Q3 		$275K Sell
4,731
-12,533
-73% -$722K 0.12% 54
2024
Q2 		$981K Buy
17,264
+393
+2% +$22.4K 0.47% 32
2024
Q1 		$971K Buy
16,871
+764
+5% +$44.1K 0.48% 30
2023
Q4 		$926K Buy
+16,107
New +$899K 0.47% 33

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

One Degree Advisors's CMF Position: Q3 2025 in Review

One Degree Advisors sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 15,632 shares — an estimated $871K sold.

One Degree Advisors first reported a position in CMF in Q4 2023 and held it in 5 quarters. The position peaked at $981K in Q2 2024. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • One Degree Advisors reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • One Degree Advisors sold 15,632 iShares California Muni Bond ETF shares in Q3 2025, an estimated $871K.
  • One Degree Advisors first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • One Degree Advisors's iShares California Muni Bond ETF position peaked at $981K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on One Degree Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.