Wise Wealth Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Wise Wealth Partners’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	-5,959	Closed	-$343K	–	39
2026 Q2	$343K	Buy	5,959 +41	+0.7%	+$2.35K	0.58%	30
2026 Q1	$336K	Buy	5,918 +27	+0.5%	+$1.56K	0.46%	45
2025 Q4	$339K	Buy	5,891 +54	+0.9%	+$3.1K	0.49%	42
2025 Q3	$333K	Buy	5,837 +41	+0.7%	+$2.29K	0.51%	44
2025 Q2	$323K	Buy	5,796 +428	+8%	+$23.8K	0.54%	44
2025 Q1	$302K	Buy	5,368 +26	+0.5%	+$1.48K	0.72%	36
2024 Q4	$306K	Buy	+5,342	New	+$307K	0.75%	32

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Wise Wealth Partners's CMF Position: Q3 2026 in Review

Wise Wealth Partners sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 5,959 shares — an estimated $343K sold.

Wise Wealth Partners first reported a position in CMF in Q4 2024 and held it in 7 quarters. The position peaked at $343K in Q2 2026. 242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Wise Wealth Partners reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Wise Wealth Partners sold 5,959 iShares California Muni Bond ETF shares in Q3 2026, an estimated $343K.
Wise Wealth Partners first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 7 quarters.
Wise Wealth Partners's iShares California Muni Bond ETF position peaked at $343K in Q2 2026.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.