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Ares Financial Consulting’s iShares California Muni Bond ETF CMF Stock Holding History

Ares Financial Consulting’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 		$54K Sell
938
-233
-20% -$13.3K 0.04% 213
2026
Q1 		$66.6K Buy
1,171
+6
+0.5% +$346 0.05% 174
2025
Q4 		$66.9K Buy
+1,165
New +$66.9K 0.06% 133

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Ares Financial Consulting's CMF Position: Q2 2026 in Review

Ares Financial Consulting reduced its iShares California Muni Bond ETF (CMF) stake by 20% in Q2 2026, selling an estimated $13.3K and leaving 938 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #213.

Ares Financial Consulting first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.9K in Q4 2025. 193 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Ares Financial Consulting held 938 shares of iShares California Muni Bond ETF worth $54K as of Q2 2026.
  • Ares Financial Consulting sold 233 iShares California Muni Bond ETF shares in Q2 2026, an estimated $13.3K.
  • iShares California Muni Bond ETF made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #213 holding.
  • Ares Financial Consulting first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's iShares California Muni Bond ETF position peaked at $66.9K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.