SAG
CMF icon

SageView Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History

SageView Advisory 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
2025
Q4 		$322K Buy
5,601
+263
+5% +$15.1K 0.01% 465
2025
Q3 		$304K Buy
5,338
+1,023
+24% +$57.2K 0.01% 512
2025
Q2 		$239K Buy
+4,315
New +$240K 0.01% 555
2024
Q2 		– Sell
-3,580
Closed -$263K – 572
2024
Q1 		$263K Buy
+3,580
New +$207K 0.01% 446
2023
Q4 		– Hold
0
– – – 553
2023
Q1 		– Sell
-9,033
Closed -$507K – 461
2022
Q4 		$507K Buy
+9,033
New +$501K 0.04% 239

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

SageView Advisory Group's CMF Position: Q4 2025 in Review

SageView Advisory Group increased its iShares California Muni Bond ETF (CMF) stake by 4.9% in Q4 2025, buying an estimated $15.1K and bringing the position to 5,601 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #465.

SageView Advisory Group first reported a position in CMF in Q4 2022 and has held it in 5 quarters since. The position peaked at $507K in Q4 2022. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • SageView Advisory Group held 5,601 shares of iShares California Muni Bond ETF worth $322K as of Q4 2025.
  • SageView Advisory Group bought 263 iShares California Muni Bond ETF shares in Q4 2025, an estimated $15.1K.
  • iShares California Muni Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #465 holding.
  • SageView Advisory Group first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • SageView Advisory Group's iShares California Muni Bond ETF position peaked at $507K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.