Skip to content

CMF ISHARES TR

Follow

CALIF MUN BD ETF (fund)

Filings received so far for Q3 2026: 18 13F filers report a position in CMF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wedmont Private Capital242,626$13.1M0.31%+100,57413F-HRTimeline
Apella Capital, LLC236,278$12.7M0.16%+31,58513F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC97,938$5.3M2.96%013F-HRTimeline
Farther Finance Advisors, LLC87,718$4.75M0.03%-40,62213F-HRTimeline
McNaughton Wealth Management, LLC24,969$1.35M0.47%+3,54413F-HRTimeline
Vilga Financial Planning LLC18,626$1.01M0.6%013F-HRTimeline
Boltwood Capital Management14,915$807K0.18%+1,41013F-HRTimeline
RVW Wealth, LLC9,896$536K0.03%-34013F-HRTimeline
Shira Ridge Wealth Management8,558$463K0.16%-6,19113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,762$420K0.05%+11613F-HRTimeline
TLWM7,728$418K0.07%+2,80013F-HRTimeline
Emergent Wealth Advisors, LLC6,499$352K0.18%013F-HRTimeline
Montecito Bank & Trust6,450$349K0.05%013F-HRTimeline
GoalFusion Wealth Management, LLC6,150$333K0.13%-1,35013F-HRTimeline
Apeiron RIA LLC5,220$283K0.06%013F-HRTimeline
Williams & Novak Wealth Management, LLC5,136$278K0.17%-5,21013F-HRTimeline
GAMMA Investing LLC1,019$55.1K<0.01%+6213F-HRTimeline
Rosenberg Matthew Hamilton518$28K0.01%013F-HRTimeline