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Shared Vision Wealth Group’s iShares California Muni Bond ETF CMF Stock Holding History

Shared Vision Wealth 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 		– Sell
-4,410
Closed -$254K – 101
2025
Q3 		$254K Sell
4,410
-97
-2% -$5.43K 0.11% 84
2025
Q2 		$250K Sell
4,507
-6,855
-60% -$381K 0.12% 73
2025
Q1 		$639K Buy
11,362
+2
+0% +$114 0.35% 40
2024
Q4 		$651K Buy
11,360
+5
+0% +$288 0.34% 43
2024
Q3 		$660K Buy
11,355
+2,615
+30% +$151K 0.35% 40
2024
Q2 		$497K Buy
8,740
+3,585
+70% +$204K 0.29% 44
2024
Q1 		$297K Buy
5,155
+2
+0% +$115 0.19% 58
2023
Q4 		$299K Buy
+5,153
New +$288K 0.2% 56

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

Shared Vision Wealth Group's CMF Position: Q4 2025 in Review

Shared Vision Wealth Group sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 4,410 shares — an estimated $254K sold.

Shared Vision Wealth Group first reported a position in CMF in Q4 2023 and held it in 8 quarters. The position peaked at $660K in Q3 2024. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • Shared Vision Wealth Group reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Shared Vision Wealth Group sold 4,410 iShares California Muni Bond ETF shares in Q4 2025, an estimated $254K.
  • Shared Vision Wealth Group first reported a position in iShares California Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Shared Vision Wealth Group's iShares California Muni Bond ETF position peaked at $660K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Shared Vision Wealth Group's 13F filing for Q4 2025, filed 11 Feb 2026.