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

Bell Investment 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	$2.07M	Buy	35,953 +2,190	+6%	+$125K	0.3%	40
2026 Q1	$1.92M	Buy	33,763 +3,862	+13%	+$223K	0.3%	42
2025 Q4	$1.72M	Buy	29,901 +5,309	+22%	+$305K	0.27%	44
2025 Q3	$1.4M	Buy	24,592 +5,817	+31%	+$325K	0.23%	48
2025 Q2	$1.05M	Sell	18,775 -55,377	-75%	-$3.07M	0.18%	52
2025 Q1	$4.17M	Buy	74,152 +9,946	+15%	+$565K	0.77%	26
2024 Q4	$3.68M	Buy	64,206 +4,853	+8%	+$279K	0.69%	27
2024 Q3	$3.45M	Buy	59,353 +3,663	+7%	+$211K	0.63%	29
2024 Q2	$3.17M	Buy	55,690 +816	+1%	+$46.4K	0.62%	28
2024 Q1	$3.16M	Buy	54,874 +4,028	+8%	+$232K	0.62%	28
2023 Q4	$2.95M	Buy	50,846 +2,099	+4%	+$117K	0.6%	28
2023 Q3	$2.67M	Buy	48,747 +46,418	+1,993%	+$2.61M	0.6%	28
2023 Q2	$133K	Buy	+2,329	New	+$133K	0.03%	95

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

Bell Investment Advisors's CMF Position: Q2 2026 in Review

Bell Investment Advisors increased its iShares California Muni Bond ETF (CMF) stake by 6.5% in Q2 2026, buying an estimated $125K and bringing the position to 35,953 shares worth $2.07M. The position accounts for 0.3% of the portfolio, ranked #40.

Bell Investment Advisors first reported a position in CMF in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.17M in Q1 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Bell Investment Advisors held 35,953 shares of iShares California Muni Bond ETF worth $2.07M as of Q2 2026.
Bell Investment Advisors bought 2,190 iShares California Muni Bond ETF shares in Q2 2026, an estimated $125K.
iShares California Muni Bond ETF made up 0.3% of Bell Investment Advisors's portfolio in Q2 2026, its #40 holding.
Bell Investment Advisors first reported a position in iShares California Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
Bell Investment Advisors's iShares California Muni Bond ETF position peaked at $4.17M in Q1 2025.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.