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 Q3	$855K	Hold	15,801	–	–	0.53%	57
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

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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Argyle Capital Partners's CMF Position: Q3 2026 in Review

Argyle Capital Partners held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 15,801 shares worth $855K. The position accounts for 0.53% of the portfolio, ranked #57.

Argyle Capital Partners first reported a position in CMF in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2024. 140 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Argyle Capital Partners held 15,801 shares of iShares California Muni Bond ETF worth $855K as of Q3 2026.
Argyle Capital Partners left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
iShares California Muni Bond ETF made up 0.53% of Argyle Capital Partners's portfolio in Q3 2026, its #57 holding.
Argyle Capital Partners first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's iShares California Muni Bond ETF position peaked at $1.39M in Q4 2024.
140 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.