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ShankerValleau Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

ShankerValleau Wealth 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
-6,185
Closed -$345K – 43
2025
Q2 		$345K Hold
6,185
– – 0.1% 27
2025
Q1 		$348K Sell
6,185
-114
-2% -$6.48K 0.11% 25
2024
Q4 		$361K Hold
6,299
– – 0.12% 25
2024
Q3 		$366K Hold
6,299
– – 0.12% 21
2024
Q2 		$358K Sell
6,299
-1,036
-14% -$59K 0.15% 19
2024
Q1 		$422K Buy
+7,335
New +$423K 0.19% 17

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

ShankerValleau Wealth Advisors's CMF Position: Q3 2025 in Review

ShankerValleau Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 6,185 shares — an estimated $345K sold.

ShankerValleau Wealth Advisors first reported a position in CMF in Q1 2024 and held it in 6 quarters. The position peaked at $422K in Q1 2024. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • ShankerValleau Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 6,185 iShares California Muni Bond ETF shares in Q3 2025, an estimated $345K.
  • ShankerValleau Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q1 2024 and held it in 6 quarters.
  • ShankerValleau Wealth Advisors's iShares California Muni Bond ETF position peaked at $422K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on ShankerValleau Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.