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

Beacon Pointe 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 		$11.1M Sell
192,748
-218,910
-53% -$12.5M 0.05% 316
2026
Q1 		$23.4M Buy
411,658
+295,864
+256% +$17.1M 0.12% 161
2025
Q4 		$6.65M Buy
115,794
+37,792
+48% +$2.17M 0.05% 325
2025
Q3 		$4.45M Sell
78,002
-33,151
-30% -$1.85M 0.04% 381
2025
Q2 		$6.2M Buy
111,153
+5,856
+6% +$325K 0.06% 267
2025
Q1 		$5.93M Sell
105,297
-17,334
-14% -$985K 0.07% 264
2024
Q4 		$7.02M Sell
122,631
-8,428
-6% -$485K 0.08% 217
2024
Q3 		$7.62M Sell
131,059
-423
-0.3% -$24.4K 0.09% 206
2024
Q2 		$7.48M Buy
131,482
+354
+0.3% +$20.1K 0.09% 201
2024
Q1 		$7.55M Buy
131,128
+8,349
+7% +$482K 0.08% 214
2023
Q4 		$7.11M Buy
122,779
+19,926
+19% +$1.11M 0.09% 214
2023
Q3 		$5.64M Buy
102,853
+3,224
+3% +$181K 0.07% 243
2023
Q2 		$5.67M Buy
99,629
+1,197
+1% +$68.2K 0.09% 199
2023
Q1 		$5.65M Sell
98,432
-4,454
-4% -$253K 0.1% 193
2022
Q4 		$5.77M Buy
102,886
+2,130
+2% +$118K 0.11% 172
2022
Q3 		$5.46M Buy
100,756
+7,621
+8% +$431K 0.12% 162
2022
Q2 		$5.26M Buy
93,135
+67,846
+268% +$3.83M 0.11% 176
2022
Q1 		$1.47M Buy
25,289
+15,053
+147% +$906K 0.02% 521
2021
Q4 		$638K Buy
+10,236
New +$636K 0.02% 488
2021
Q3 		– Sell
-24,299
Closed -$1.52M – 917
2021
Q2 		$1.52M Buy
24,299
+7,520
+45% +$470K 0.05% 266
2021
Q1 		$1.04M Sell
16,779
-2,982
-15% -$186K 0.06% 205
2020
Q4 		$1.24M Buy
19,761
+716
+4% +$44.7K 0.09% 175
2020
Q3 		$1.19M Buy
19,045
+485
+3% +$30.4K 0.11% 151
2020
Q2 		$1.15M Buy
+18,560
New +$1.14M 0.12% 150

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

Beacon Pointe Advisors's CMF Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 53% in Q2 2026, selling an estimated $12.5M and leaving 192,748 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #316.

Beacon Pointe Advisors first reported a position in CMF in Q2 2020 and has held it in 24 quarters since. The position peaked at $23.4M in Q1 2026. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Beacon Pointe Advisors held 192,748 shares of iShares California Muni Bond ETF worth $11.1M as of Q2 2026.
  • Beacon Pointe Advisors sold 218,910 iShares California Muni Bond ETF shares in Q2 2026, an estimated $12.5M.
  • iShares California Muni Bond ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #316 holding.
  • Beacon Pointe Advisors first reported a position in iShares California Muni Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Beacon Pointe Advisors's iShares California Muni Bond ETF position peaked at $23.4M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.