Biltmore Family Office’s iShares California Muni Bond ETF CMF Stock Holding History

Biltmore Family Office’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 Q1	$13.9K	Buy	245 +1	+0.4%	+$58	﹤0.01%	301
2025 Q4	$14K	Buy	+244	New	+$14K	﹤0.01%	298
2022 Q2	–	Sell	-700	Closed	-$41K	–	212
2022 Q1	$41K	Hold	700	–	–	0.01%	189
2021 Q4	$44K	Hold	700	–	–	0.01%	206
2021 Q3	$43K	Sell	700 -1,500	-68%	-$94K	0.01%	184
2021 Q2	$138K	Hold	2,200	–	–	0.04%	158
2021 Q1	$137K	Sell	2,200 -200	-8%	-$12.5K	0.04%	150
2020 Q4	$151K	Buy	2,400 +600	+33%	+$37.5K	0.05%	151
2020 Q3	$112K	Sell	1,800 -157	-8%	-$9.82K	0.06%	133
2020 Q2	$122K	Hold	1,957	–	–	0.07%	140
2020 Q1	$118K	Sell	1,957 -200	-9%	-$12.2K	0.08%	138
2019 Q4	$132K	Sell	2,157 -33	-2%	-$2.02K	0.05%	165
2019 Q3	$134K	Sell	2,190 -4,700	-68%	-$288K	0.06%	148
2019 Q2	$418K	Hold	6,890	–	–	0.23%	88
2019 Q1	$411K	Hold	6,890	–	–	0.21%	98
2018 Q4	$403K	Buy	6,890 +435	+7%	+$25K	0.23%	94
2018 Q3	$374K	Buy	+6,455	New	+$377K	0.18%	108
2018 Q2	–	Sell	-10,980	Closed	-$641K	–	144
2018 Q1	$641K	Hold	10,980	–	–	0.28%	89
2017 Q4	$649K	Buy	+10,980	New	+$650K	0.29%	85

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Biltmore Family Office's CMF Position: Q1 2026 in Review

Biltmore Family Office increased its iShares California Muni Bond ETF (CMF) stake by 0.41% in Q1 2026, buying an estimated $58 and bringing the position to 245 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Biltmore Family Office first reported a position in CMF in Q4 2017 and has held it in 19 quarters since. The position peaked at $649K in Q4 2017. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Biltmore Family Office held 245 shares of iShares California Muni Bond ETF worth $13.9K as of Q1 2026.
Biltmore Family Office bought 1 iShares California Muni Bond ETF share in Q1 2026, an estimated $58.
iShares California Muni Bond ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q1 2026, its #301 holding.
Biltmore Family Office first reported a position in iShares California Muni Bond ETF in Q4 2017 and has held it in 19 quarters since.
Biltmore Family Office's iShares California Muni Bond ETF position peaked at $649K in Q4 2017.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.