Team Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Team Financial 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
2026 Q3	$1.79K	Buy	+33	New	+$1.86K	﹤0.01%	284
2026 Q2	–	Sell	-33	Closed	-$1.88K	–	88
2026 Q1	$1.88K	Hold	33	–	–	﹤0.01%	255
2025 Q4	$1.9K	Hold	33	–	–	﹤0.01%	245
2025 Q3	$1.88K	Hold	33	–	–	﹤0.01%	238
2025 Q2	$1.84K	Buy	+33	New	+$1.83K	﹤0.01%	232
2024 Q1	–	Sell	-56	Closed	-$3.24K	–	59
2023 Q4	$3.24K	Sell	56 -1,135	-95%	-$63.3K	﹤0.01%	161
2023 Q3	$65.3K	Buy	+1,191	New	+$67K	0.05%	54

Other funds holding CMF

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

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

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Team Financial Group's CMF Position: Q3 2026 in Review

Team Financial Group opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 33 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Team Financial Group previously reported a position in CMF as recently as Q1 2026.

Team Financial Group first reported a position in CMF in Q3 2023 and has held it in 7 quarters since. The position peaked at $65.3K in Q3 2023. 144 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Team Financial Group held 33 shares of iShares California Muni Bond ETF worth $1.79K as of Q3 2026.
iShares California Muni Bond ETF was a new Team Financial Group position in Q3 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Team Financial Group's portfolio in Q3 2026, its #284 holding.
Team Financial Group first reported a position in iShares California Muni Bond ETF in Q3 2023 and has held it in 7 quarters since.
Team Financial Group's iShares California Muni Bond ETF position peaked at $65.3K in Q3 2023.
144 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.