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Sharper & Granite’s iShares California Muni Bond ETF CMF Stock Holding History

Sharper & Granite’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
2026
Q1 		– Sell
-4,020
Closed -$231K – 108
2025
Q4 		$231K Buy
+4,020
New +$231K 0.08% 103

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sharper & Granite's CMF Position: Q1 2026 in Review

Sharper & Granite sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 4,020 shares — an estimated $231K sold.

Sharper & Granite first reported a position in CMF in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Sharper & Granite reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sharper & Granite sold 4,020 iShares California Muni Bond ETF shares in Q1 2026, an estimated $231K.
  • Sharper & Granite first reported a position in iShares California Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Sharper & Granite's iShares California Muni Bond ETF position peaked at $231K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Sharper & Granite's 13F filing for Q1 2026, filed 8 Apr 2026.