VERITY Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

VERITY Wealth Advisors’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 Q1	–	Sell	-10,915	Closed	-$627K	–	82
2025 Q4	$627K	Hold	10,915	–	–	0.39%	48
2025 Q3	$623K	Hold	10,915	–	–	0.39%	44
2025 Q2	$608K	Hold	10,915	–	–	0.41%	43
2025 Q1	$614K	Hold	10,915	–	–	0.46%	41
2024 Q4	$625K	Hold	10,915	–	–	0.45%	39
2024 Q3	$634K	Hold	10,915	–	–	0.45%	43
2024 Q2	$621K	Hold	10,915	–	–	0.47%	41
2024 Q1	$628K	Sell	10,915 -7,872	-42%	-$454K	0.48%	42
2023 Q4	$1.09M	Hold	18,787	–	–	0.94%	20
2023 Q3	$1.03M	Hold	18,787	–	–	0.97%	20
2023 Q2	$1.07M	Hold	18,787	–	–	0.96%	20
2023 Q1	$1.08M	Hold	18,787	–	–	1%	20
2022 Q4	$1.05M	Hold	18,787	–	–	1.03%	20
2022 Q3	$1.02M	Hold	18,787	–	–	1.05%	21
2022 Q2	$1.06M	Hold	18,787	–	–	1.03%	21
2022 Q1	$1.09M	Hold	18,787	–	–	0.97%	21
2021 Q4	$1.17M	Hold	18,787	–	–	0.97%	21
2021 Q3	$1.17M	Hold	18,787	–	–	1.04%	18
2021 Q2	$1.18M	Hold	18,787	–	–	1.07%	18
2021 Q1	$1.17M	Hold	18,787	–	–	1.03%	18
2020 Q4	$1.18M	Hold	18,787	–	–	1.07%	19
2020 Q3	$1.17M	Hold	18,787	–	–	1.2%	19
2020 Q2	$1.17M	Hold	18,787	–	–	1.25%	19
2020 Q1	$1.14M	Hold	18,787	–	–	1.55%	19
2019 Q4	$1.15M	Hold	18,787	–	–	1.11%	21
2019 Q3	$1.15M	Buy	18,787 +47	+0.3%	+$2.88K	1.13%	23
2019 Q2	$1.14M	Buy	18,740 +49	+0.3%	+$2.94K	1.12%	23
2019 Q1	$1.11M	Buy	18,691 +34	+0.2%	+$2K	1.14%	23
2018 Q4	$1.09M	Buy	+18,657	New	+$1.07M	1.25%	23

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FWI

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 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

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

VERITY Wealth Advisors's CMF Position: Q1 2026 in Review

VERITY Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 10,915 shares — an estimated $627K sold.

VERITY Wealth Advisors first reported a position in CMF in Q4 2018 and held it in 29 quarters. The position peaked at $1.18M in Q4 2020. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

VERITY Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
VERITY Wealth Advisors sold 10,915 iShares California Muni Bond ETF shares in Q1 2026, an estimated $627K.
VERITY Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2018 and held it in 29 quarters.
VERITY Wealth Advisors's iShares California Muni Bond ETF position peaked at $1.18M in Q4 2020.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on VERITY Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.