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

Ballast 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 		$28.5K Buy
495
+85
+21% +$4.87K 0.01% 181
2026
Q1 		$23.3K Hold
410
– – 0.01% 274
2025
Q4 		$23.6K Hold
410
– – 0.01% 160
2025
Q3 		$23.4K Hold
410
– – 0.01% 166
2025
Q2 		$22.9K Buy
410
+5
+1% +$278 0.01% 154
2025
Q1 		$22.8K Hold
405
– – 0.01% 152
2024
Q4 		$23.2K Sell
405
-90
-18% -$5.17K 0.01% 148
2024
Q3 		$28.8K Buy
+495
New +$28.5K 0.01% 149

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

Ballast Advisors's CMF Position: Q2 2026 in Review

Ballast Advisors increased its iShares California Muni Bond ETF (CMF) stake by 21% in Q2 2026, buying an estimated $4.87K and bringing the position to 495 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #181.

Ballast Advisors first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.8K in Q3 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Ballast Advisors held 495 shares of iShares California Muni Bond ETF worth $28.5K as of Q2 2026.
  • Ballast Advisors bought 85 iShares California Muni Bond ETF shares in Q2 2026, an estimated $4.87K.
  • iShares California Muni Bond ETF made up 0.01% of Ballast Advisors's portfolio in Q2 2026, its #181 holding.
  • Ballast Advisors first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Ballast Advisors's iShares California Muni Bond ETF position peaked at $28.8K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.