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

ASL Financial’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 		$427K Hold
7,400
– – 0.3% 62
2026
Q1 		$421K Buy
7,400
+430
+6% +$24.8K 0.34% 54
2025
Q4 		$400K Buy
+6,970
New +$400K 0.31% 57

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

ASL Financial's CMF Position: Q2 2026 in Review

ASL Financial held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 7,400 shares worth $427K. The position accounts for 0.3% of the portfolio, ranked #62.

ASL Financial first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • ASL Financial held 7,400 shares of iShares California Muni Bond ETF worth $427K as of Q2 2026.
  • ASL Financial left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.3% of ASL Financial's portfolio in Q2 2026, its #62 holding.
  • ASL Financial first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.