Aspen Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Aspen Investment 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	$715K	Hold	12,410	–	–	0.19%	113
2026 Q1	$706K	Hold	12,410	–	–	0.22%	103
2025 Q4	$713K	Hold	12,410	–	–	0.21%	102
2025 Q3	$708K	Buy	12,410 +1,779	+17%	+$99.5K	0.27%	91
2025 Q2	$593K	Sell	10,631 -250	-2%	-$13.9K	0.25%	94
2025 Q1	$612K	Hold	10,881	–	–	0.28%	86
2024 Q4	$623K	Hold	10,881	–	–	0.29%	88
2024 Q3	$632K	Buy	10,881 +2,169	+25%	+$125K	0.29%	86
2024 Q2	$496K	Buy	8,712 +1,750	+25%	+$99.6K	0.25%	97
2024 Q1	$401K	Buy	+6,962	New	+$402K	0.2%	117

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

Aspen Investment Management's CMF Position: Q2 2026 in Review

Aspen Investment Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 12,410 shares worth $715K. The position accounts for 0.19% of the portfolio, ranked #113.

Aspen Investment Management first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Aspen Investment Management held 12,410 shares of iShares California Muni Bond ETF worth $715K as of Q2 2026.
Aspen Investment Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.19% of Aspen Investment Management's portfolio in Q2 2026, its #113 holding.
Aspen Investment Management first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.