Wedmont Private Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Wedmont Private Capital’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	$13.1M	Buy	242,626 +100,574	+71%	+$5.66M	0.31%	53
2026 Q2	$8.15M	Buy	142,052 +8	+0%	+$458	0.22%	63
2026 Q1	$8.13M	Sell	142,044 -15,382	-10%	-$887K	0.26%	58
2025 Q4	$9.09M	Buy	157,426 +14,202	+10%	+$815K	0.32%	48
2025 Q3	$8.17M	Buy	+143,224	New	+$8.01M	0.3%	48
2024 Q2	–	Sell	-23,978	Closed	-$1.37M	–	645
2024 Q1	$1.37M	Buy	23,978 +1,091	+5%	+$63K	0.1%	134
2023 Q4	$1.33M	Buy	+22,887	New	+$1.28M	0.11%	123

Other funds holding CMF

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

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Wedmont Private Capital's CMF Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares California Muni Bond ETF (CMF) stake by 71% in Q3 2026, buying an estimated $5.66M and bringing the position to 242,626 shares worth $13.1M. The position accounts for 0.31% of the portfolio, ranked #53.

Wedmont Private Capital first reported a position in CMF in Q4 2023 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Wedmont Private Capital held 242,626 shares of iShares California Muni Bond ETF worth $13.1M as of Q3 2026.
Wedmont Private Capital bought 100,574 iShares California Muni Bond ETF shares in Q3 2026, an estimated $5.66M.
iShares California Muni Bond ETF made up 0.31% of Wedmont Private Capital's portfolio in Q3 2026, its #53 holding.
Wedmont Private Capital first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.