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Atlas Capital Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Atlas Capital Advisors’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 		$849K Buy
14,732
+1,044
+8% +$59.8K 0.09% 187
2026
Q1 		$778K Buy
+13,688
New +$790K 0.09% 182
2025
Q2 		$495K Buy
8,872
+1,090
+14% +$60.5K 0.06% 256
2025
Q1 		$438K Sell
7,782
-490
-6% -$27.8K 0.05% 282
2024
Q4 		$474K Buy
8,272
+1,410
+21% +$81.1K 0.06% 246
2024
Q3 		$399K Buy
6,862
+546
+9% +$31.4K 0.06% 264
2024
Q2 		$359K Buy
6,316
+717
+13% +$40.8K 0.05% 290
2024
Q1 		$322K Sell
5,599
-1,218
-18% -$70.3K 0.05% 292
2023
Q4 		$395K Sell
6,817
-1,067
-14% -$59.5K 0.06% 255
2023
Q3 		$432K Buy
7,884
+1,247
+19% +$70.1K 0.07% 213
2023
Q2 		$378K Buy
6,637
+2,850
+75% +$162K 0.06% 254
2023
Q1 		$217K Sell
3,787
-163
-4% -$9.27K 0.03% 343
2022
Q4 		$222K Sell
3,950
-2,475
-39% -$137K 0.04% 322
2022
Q3 		$348K Buy
+6,425
New +$364K 0.06% 238
2022
Q2 		– Sell
-36,405
Closed -$2.12M – 983
2022
Q1 		$2.12M Buy
36,405
+3,764
+12% +$227K 0.33% 67
2021
Q4 		$2.03M Buy
32,641
+946
+3% +$58.8K 0.3% 72
2021
Q3 		$1.97M Buy
31,695
+4,319
+16% +$271K 0.32% 68
2021
Q2 		$1.71M Buy
+27,376
New +$1.71M 0.29% 79
2020
Q4 		– Sell
-9,194
Closed -$574K – 646
2020
Q3 		$574K Buy
9,194
+1,693
+23% +$106K 0.14% 165
2020
Q2 		$466K Buy
+7,501
New +$460K 0.11% 192
2019
Q4 		– Sell
-3,840
Closed -$235K – 637
2019
Q3 		$235K Buy
+3,840
New +$235K 0.07% 290
2019
Q2 		– Sell
-2,189
Closed -$130K – 661
2019
Q1 		$130K Buy
+2,189
New +$129K 0.05% 329
2018
Q2 		– Sell
-4,289
Closed -$250K – 520
2018
Q1 		$250K Buy
+4,289
New +$251K 0.08% 261

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 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

Atlas Capital Advisors's CMF Position: Q2 2026 in Review

Atlas Capital Advisors increased its iShares California Muni Bond ETF (CMF) stake by 7.6% in Q2 2026, buying an estimated $59.8K and bringing the position to 14,732 shares worth $849K. The position accounts for 0.09% of the portfolio, ranked #187.

Atlas Capital Advisors first reported a position in CMF in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.12M in Q1 2022. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Atlas Capital Advisors held 14,732 shares of iShares California Muni Bond ETF worth $849K as of Q2 2026.
  • Atlas Capital Advisors bought 1,044 iShares California Muni Bond ETF shares in Q2 2026, an estimated $59.8K.
  • iShares California Muni Bond ETF made up 0.09% of Atlas Capital Advisors's portfolio in Q2 2026, its #187 holding.
  • Atlas Capital Advisors first reported a position in iShares California Muni Bond ETF in Q1 2018 and has held it in 23 quarters since.
  • Atlas Capital Advisors's iShares California Muni Bond ETF position peaked at $2.12M in Q1 2022.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.