Verus Wealth Management
CMF icon

Verus Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Verus Wealth 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
2026
Q3 		– Sell
-6,400
Closed -$369K – 66
2026
Q2 		$369K Sell
6,400
-150
-2% -$8.59K 0.3% 44
2026
Q1 		$372K Sell
6,550
-150
-2% -$8.65K 0.35% 40
2025
Q4 		$385K Sell
6,700
-120
-2% -$6.89K 0.36% 41
2025
Q3 		$389K Sell
6,820
-130
-2% -$7.27K 0.36% 41
2025
Q2 		$387K Buy
+6,950
New +$386K 0.39% 39

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Affinity Capital Advisors
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
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
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Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Verus Wealth Management's CMF Position: Q3 2026 in Review

Verus Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 6,400 shares — an estimated $369K sold.

Verus Wealth Management first reported a position in CMF in Q2 2025 and held it in 5 quarters. The position peaked at $389K in Q3 2025. 106 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Verus Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Verus Wealth Management sold 6,400 iShares California Muni Bond ETF shares in Q3 2026, an estimated $369K.
  • Verus Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2025 and held it in 5 quarters.
  • Verus Wealth Management's iShares California Muni Bond ETF position peaked at $389K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.