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Sequoia Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Sequoia Financial 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
Q4 		– Sell
-9,460
Closed -$540K – 1941
2025
Q3 		$540K Buy
9,460
+380
+4% +$21.3K ﹤0.01% 1100
2025
Q2 		$506K Hold
9,080
– – ﹤0.01% 988
2025
Q1 		$511K Buy
9,080
+7
+0.1% +$398 ﹤0.01% 847
2024
Q4 		$520K Buy
+9,073
New +$522K 0.01% 789

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Sequoia Financial Advisors's CMF Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 9,460 shares — an estimated $540K sold.

Sequoia Financial Advisors first reported a position in CMF in Q4 2024 and held it in 4 quarters. The position peaked at $540K in Q3 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 9,460 iShares California Muni Bond ETF shares in Q4 2025, an estimated $540K.
  • Sequoia Financial Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Sequoia Financial Advisors's iShares California Muni Bond ETF position peaked at $540K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.