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Sanchez Wealth Management Group’s iShares California Muni Bond ETF CMF Stock Holding History

Sanchez Wealth Management 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
Q3 		– Sell
-4,810
Closed -$268K – 49
2025
Q2 		$268K Sell
4,810
-1,685
-26% -$93.5K 0.06% 41
2025
Q1 		$366K Sell
6,495
-170
-3% -$9.66K 0.1% 37
2024
Q4 		$382K Buy
+6,665
New +$383K 0.1% 37

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sanchez Wealth Management Group's CMF Position: Q3 2025 in Review

Sanchez Wealth Management Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 4,810 shares — an estimated $268K sold.

Sanchez Wealth Management Group first reported a position in CMF in Q4 2024 and held it in 3 quarters. The position peaked at $382K in Q4 2024. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Sanchez Wealth Management Group reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 4,810 iShares California Muni Bond ETF shares in Q3 2025, an estimated $268K.
  • Sanchez Wealth Management Group first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Sanchez Wealth Management Group's iShares California Muni Bond ETF position peaked at $382K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Sanchez Wealth Management Group's 13F filing for Q3 2025, filed 6 Nov 2025.