TF
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Tenon Financial’s iShares California Muni Bond ETF CMF Stock Holding History

Tenon Financial’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
-12,798
Closed -$713K – 49
2025
Q2 		$713K Hold
12,798
– – 0.32% 22
2025
Q1 		$720K Hold
12,798
– – 0.45% 19
2024
Q4 		$734K Hold
12,798
– – 0.48% 20
2024
Q3 		$744K Hold
12,798
– – 0.49% 19
2024
Q2 		$728K Hold
12,798
– – 0.57% 17
2024
Q1 		$736K Buy
+12,798
New +$738K 0.62% 17

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 $4.91B AUM 31.75% 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 $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

Tenon Financial's CMF Position: Q3 2025 in Review

Tenon Financial sold out of iShares California Muni Bond ETF (CMF) in Q3 2025, closing a stake of 12,798 shares — an estimated $713K sold.

Tenon Financial first reported a position in CMF in Q1 2024 and held it in 6 quarters. The position peaked at $744K in Q3 2024. 315 funds tracked by Wall St. Rank hold CMF as of Q3 2025.

  • Tenon Financial reported no remaining iShares California Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Tenon Financial sold 12,798 iShares California Muni Bond ETF shares in Q3 2025, an estimated $713K.
  • Tenon Financial first reported a position in iShares California Muni Bond ETF in Q1 2024 and held it in 6 quarters.
  • Tenon Financial's iShares California Muni Bond ETF position peaked at $744K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2025.

Based on Tenon Financial's 13F filing for Q3 2025, filed 15 Oct 2025.