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Stratos Wealth Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Stratos Wealth Partners’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
-4,912
Closed -$274K – 1558
2025
Q2 		$274K Buy
4,912
+164
+3% +$9.11K ﹤0.01% 1177
2025
Q1 		$267K Hold
4,748
– – ﹤0.01% 1141
2024
Q4 		$272K Hold
4,748
– – ﹤0.01% 1190
2024
Q3 		$276K Hold
4,748
– – ﹤0.01% 1185
2024
Q2 		$270K Hold
4,748
– – ﹤0.01% 1131
2024
Q1 		$273K Hold
4,748
– – ﹤0.01% 1139
2023
Q4 		$275K Sell
4,748
-402,307
-99% -$22.5M 0.01% 1124
2023
Q3 		$22.3M Sell
407,055
-79,512
-16% -$4.47M 0.48% 35
2023
Q2 		$27.7M Buy
486,567
+40,056
+9% +$2.28M 0.63% 26
2023
Q1 		$25.6M Sell
446,511
-45,629
-9% -$2.6M 0.68% 23
2022
Q4 		$27.6M Buy
+492,140
New +$27.3M 0.7% 23
2022
Q2 		– Sell
-131,123
Closed -$7.63M – 1211
2022
Q1 		$7.63M Buy
131,123
+122,997
+1,514% +$7.4M 0.17% 120
2021
Q4 		$507K Buy
+8,126
New +$505K 0.01% 804
2021
Q2 		– Sell
-5,019
Closed -$312K – 1194
2021
Q1 		$312K Buy
+5,019
New +$314K 0.01% 868
2018
Q4 		– Sell
-85
Closed -$5K – 1091
2018
Q3 		$5K Buy
+85
New +$4.96K ﹤0.01% 2435
2018
Q2 		– Sell
-3,121
Closed -$182K – 1238
2018
Q1 		$182K Buy
3,121
+666
+27% +$38.9K 0.01% 944
2017
Q4 		$145K Buy
+2,455
New +$145K 0.01% 1002

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

Stratos Wealth Partners's CMF Position: Q3 2025 in Review

Stratos Wealth Partners sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 4,912 shares — an estimated $274K sold.

Stratos Wealth Partners first reported a position in CMF in Q4 2017 and held it in 17 quarters. The position peaked at $27.7M in Q2 2023. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Stratos Wealth Partners reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,912 iShares California Muni Bond ETF shares in Q3 2025, an estimated $274K.
  • Stratos Wealth Partners first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 17 quarters.
  • Stratos Wealth Partners's iShares California Muni Bond ETF position peaked at $27.7M in Q2 2023.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.