Argyle Capital Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Argyle Capital 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 Q2	$911K	Sell	15,801 -87	-0.5%	-$4.98K	0.57%	55
2026 Q1	$903K	Hold	15,888	–	–	0.65%	47
2025 Q4	$913K	Hold	15,888	–	–	0.67%	45
2025 Q3	$906K	Sell	15,888 -6,965	-30%	-$390K	0.65%	50
2025 Q2	$1.27M	Sell	22,853 -533	-2%	-$29.6K	1.05%	27
2025 Q1	$1.32M	Sell	23,386 -797	-3%	-$45.3K	1.13%	26
2024 Q4	$1.39M	Buy	+24,183	New	+$1.39M	1.19%	24

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Argyle Capital Partners's CMF Position: Q2 2026 in Review

Argyle Capital Partners reduced its iShares California Muni Bond ETF (CMF) stake by 0.55% in Q2 2026, selling an estimated $4.98K and leaving 15,801 shares worth $911K. The position accounts for 0.57% of the portfolio, ranked #55.

Argyle Capital Partners first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Argyle Capital Partners held 15,801 shares of iShares California Muni Bond ETF worth $911K as of Q2 2026.
Argyle Capital Partners sold 87 iShares California Muni Bond ETF shares in Q2 2026, an estimated $4.98K.
iShares California Muni Bond ETF made up 0.57% of Argyle Capital Partners's portfolio in Q2 2026, its #55 holding.
Argyle Capital Partners first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Argyle Capital Partners's iShares California Muni Bond ETF position peaked at $1.39M in Q4 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.