Strive Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Strive Asset Management’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	-100,564	Closed	-$5.74M	–	31
2025 Q3	$5.74M	Hold	100,564	–	–	3.11%	9
2025 Q2	$5.61M	Hold	100,564	–	–	3.37%	6
2025 Q1	$5.66M	Buy	+100,564	New	+$5.72M	3.93%	4

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strive Asset Management's CMF Position: Q4 2025 in Review

Strive Asset Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 100,564 shares — an estimated $5.74M sold.

Strive Asset Management first reported a position in CMF in Q1 2025 and held it in 3 quarters. The position peaked at $5.74M in Q3 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

Strive Asset Management reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Strive Asset Management sold 100,564 iShares California Muni Bond ETF shares in Q4 2025, an estimated $5.74M.
Strive Asset Management first reported a position in iShares California Muni Bond ETF in Q1 2025 and held it in 3 quarters.
Strive Asset Management's iShares California Muni Bond ETF position peaked at $5.74M in Q3 2025.
336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.