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

Atlas Legacy 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	$11.4M	Sell	198,228 -34	-0%	-$1.95K	1.69%	14
2026 Q1	$11.3M	Sell	198,262 -14,785	-7%	-$853K	2.05%	11
2025 Q4	$12.2M	Buy	213,047 +12,345	+6%	+$709K	2.14%	9
2025 Q3	$11.4M	Sell	200,702 -3,081	-2%	-$172K	2.21%	10
2025 Q2	$11.4M	Buy	203,783 +166,711	+450%	+$9.26M	2.5%	7
2025 Q1	$2.09M	Sell	37,072 -878	-2%	-$49.9K	0.53%	44
2024 Q4	$2.17M	Buy	+37,950	New	+$2.18M	0.53%	38

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

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

Atlas Legacy Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 0.02% in Q2 2026, selling an estimated $1.95K and leaving 198,228 shares worth $11.4M. The position accounts for 1.69% of the portfolio, ranked #14.

Atlas Legacy Advisors first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q4 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Atlas Legacy Advisors held 198,228 shares of iShares California Muni Bond ETF worth $11.4M as of Q2 2026.
Atlas Legacy Advisors sold 34 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.95K.
iShares California Muni Bond ETF made up 1.69% of Atlas Legacy Advisors's portfolio in Q2 2026, its #14 holding.
Atlas Legacy Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's iShares California Muni Bond ETF position peaked at $12.2M in Q4 2025.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.