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

TME 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
2026 Q3	$503K	Buy	9,298 +1,192	+15%	+$67K	0.31%	44
2026 Q2	$467K	Sell	8,106 -201	-2%	-$11.5K	0.29%	46
2026 Q1	$472K	Buy	8,307 +66	+0.8%	+$3.81K	0.33%	44
2025 Q4	$474K	Buy	8,241 +68	+0.8%	+$3.9K	0.33%	45
2025 Q3	$466K	Buy	8,173 +174	+2%	+$9.7K	0.35%	45
2025 Q2	$446K	Sell	7,999 -4,388	-35%	-$244K	0.36%	46
2025 Q1	$697K	Sell	12,387 -856	-6%	-$48.7K	0.61%	35
2024 Q4	$770K	Buy	+13,243	New	+$761K	0.72%	31

Other funds holding CMF

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 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

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

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

TME Financial's CMF Position: Q3 2026 in Review

TME Financial increased its iShares California Muni Bond ETF (CMF) stake by 15% in Q3 2026, buying an estimated $67K and bringing the position to 9,298 shares worth $503K. The position accounts for 0.31% of the portfolio, ranked #44.

TME Financial first reported a position in CMF in Q4 2024 and has held it in 8 quarters since. The position peaked at $770K in Q4 2024. 191 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

TME Financial held 9,298 shares of iShares California Muni Bond ETF worth $503K as of Q3 2026.
TME Financial bought 1,192 iShares California Muni Bond ETF shares in Q3 2026, an estimated $67K.
iShares California Muni Bond ETF made up 0.31% of TME Financial's portfolio in Q3 2026, its #44 holding.
TME Financial first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's iShares California Muni Bond ETF position peaked at $770K in Q4 2024.
191 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.