SimpliFi Inc’s iShares California Muni Bond ETF CMF Stock Holding History

SimpliFi Inc’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 Q3	$1.74M	Buy	32,153 +239	+0.7%	+$13.4K	0.71%	15
2026 Q2	$1.84M	Sell	31,914 -928	-3%	-$53.1K	0.73%	14
2026 Q1	$1.87M	Buy	32,842 +1,149	+4%	+$66.3K	0.78%	14
2025 Q4	$1.82M	Buy	31,693 +5,658	+22%	+$325K	0.77%	14
2025 Q3	$1.49M	Buy	26,035 +199	+0.8%	+$11.1K	0.64%	17
2025 Q2	$1.44M	Buy	25,836 +1,168	+5%	+$64.8K	0.63%	17
2025 Q1	$1.39M	Buy	24,668 +468	+2%	+$26.6K	0.64%	16
2024 Q4	$1.39M	Sell	24,200 -597	-2%	-$34.3K	0.63%	17
2024 Q3	$1.44M	Buy	24,797 +169	+0.7%	+$9.7K	0.64%	17
2024 Q2	$1.4M	Buy	24,628 +389	+2%	+$22.1K	0.65%	17
2024 Q1	$1.39M	Sell	24,239 -2,592	-10%	-$150K	0.64%	17
2023 Q4	$1.47M	Hold	26,831	–	–	0.72%	15
2023 Q3	$1.47M	Buy	26,831 +156	+0.6%	+$8.78K	0.73%	15
2023 Q2	$1.52M	Buy	26,675 +10,263	+63%	+$585K	0.72%	16
2023 Q1	$942K	Buy	+16,412	New	+$934K	0.46%	20

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

SimpliFi Inc's CMF Position: Q3 2026 in Review

SimpliFi Inc increased its iShares California Muni Bond ETF (CMF) stake by 0.75% in Q3 2026, buying an estimated $13.4K and bringing the position to 32,153 shares worth $1.74M. The position accounts for 0.71% of the portfolio, ranked #15.

SimpliFi Inc first reported a position in CMF in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.87M in Q1 2026. 242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

SimpliFi Inc held 32,153 shares of iShares California Muni Bond ETF worth $1.74M as of Q3 2026.
SimpliFi Inc bought 239 iShares California Muni Bond ETF shares in Q3 2026, an estimated $13.4K.
iShares California Muni Bond ETF made up 0.71% of SimpliFi Inc's portfolio in Q3 2026, its #15 holding.
SimpliFi Inc first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 15 quarters since.
SimpliFi Inc's iShares California Muni Bond ETF position peaked at $1.87M in Q1 2026.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.