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

Angeles 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
Q2 		$86.5K Sell
1,500
-93
-6% -$5.32K ﹤0.01% 548
2026
Q1 		$90.6K Buy
1,593
+93
+6% +$5.37K ﹤0.01% 452
2025
Q4 		$86.2K Hold
1,500
– – ﹤0.01% 405
2025
Q3 		$85.6K Sell
1,500
-144
-9% -$8.06K 0.01% 364
2025
Q2 		$91.6K Hold
1,644
– – 0.01% 362
2025
Q1 		$92.5K Sell
1,644
-158
-9% -$8.98K 0.01% 312
2024
Q4 		$103K Buy
1,802
+1,219
+209% +$70.1K 0.01% 319
2024
Q3 		$33.9K Hold
583
– – ﹤0.01% 306
2024
Q2 		$33.2K Buy
583
+302
+107% +$17.2K ﹤0.01% 268
2024
Q1 		$16.2K Buy
+281
New +$16.2K ﹤0.01% 275

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Angeles Wealth Management's CMF Position: Q2 2026 in Review

Angeles Wealth Management reduced its iShares California Muni Bond ETF (CMF) stake by 5.8% in Q2 2026, selling an estimated $5.32K and leaving 1,500 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Angeles Wealth Management first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $103K in Q4 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Angeles Wealth Management held 1,500 shares of iShares California Muni Bond ETF worth $86.5K as of Q2 2026.
  • Angeles Wealth Management sold 93 iShares California Muni Bond ETF shares in Q2 2026, an estimated $5.32K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Angeles Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Angeles Wealth Management's iShares California Muni Bond ETF position peaked at $103K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.