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

Atomi Financial Group’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 		$5.01M Sell
86,886
-12,975
-13% -$743K 0.13% 135
2026
Q1 		$5.68M Buy
99,861
+14,429
+17% +$832K 0.17% 108
2025
Q4 		$4.91M Buy
85,432
+6,438
+8% +$370K 0.14% 114
2025
Q3 		$4.51M Buy
78,994
+11,806
+18% +$661K 0.15% 114
2025
Q2 		$3.75M Buy
67,188
+11,460
+21% +$636K 0.14% 112
2025
Q1 		$3.14M Buy
55,728
+1,019
+2% +$57.9K 0.14% 116
2024
Q4 		$3.13M Buy
54,709
+10,726
+24% +$617K 0.16% 106
2024
Q3 		$2.56M Buy
43,983
+8,211
+23% +$473K 0.16% 107
2024
Q2 		$2.03M Buy
35,772
+2,896
+9% +$165K 0.15% 118
2024
Q1 		$1.89M Buy
32,876
+12,120
+58% +$699K 0.17% 119
2023
Q4 		$1.2M Buy
+20,756
New +$1.16M 0.17% 120

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

Atomi Financial Group's CMF Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares California Muni Bond ETF (CMF) stake by 13% in Q2 2026, selling an estimated $743K and leaving 86,886 shares worth $5.01M. The position accounts for 0.13% of the portfolio, ranked #135.

Atomi Financial Group first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.68M in Q1 2026. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Atomi Financial Group held 86,886 shares of iShares California Muni Bond ETF worth $5.01M as of Q2 2026.
  • Atomi Financial Group sold 12,975 iShares California Muni Bond ETF shares in Q2 2026, an estimated $743K.
  • iShares California Muni Bond ETF made up 0.13% of Atomi Financial Group's portfolio in Q2 2026, its #135 holding.
  • Atomi Financial Group first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's iShares California Muni Bond ETF position peaked at $5.68M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.