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

Pasadena Private 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	$14.6M	Buy	+269,561	New	+$15.2M	1.75%	11

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

Pasadena Private Wealth's CMF Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 269,561 shares worth $14.6M. The stake represents 1.75% of the portfolio and ranks #11 among its holdings.

242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Pasadena Private Wealth held 269,561 shares of iShares California Muni Bond ETF worth $14.6M as of Q3 2026.
iShares California Muni Bond ETF was a new Pasadena Private Wealth position in Q3 2026.
iShares California Muni Bond ETF made up 1.75% of Pasadena Private Wealth's portfolio in Q3 2026, its #11 holding.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.