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Blue Oak Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Blue Oak Capital’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
2025
Q2 		$2.85M Sell
51,098
-2,532
-5% -$141K 1.5% 17
2025
Q1 		$3.02M Buy
53,630
+34,864
+186% +$1.98M 1.67% 19
2024
Q4 		$1.07M Buy
+18,766
New +$1.08M 0.65% 25

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Oak Capital's CMF Position: Q2 2025 in Review

Blue Oak Capital reduced its iShares California Muni Bond ETF (CMF) stake by 4.7% in Q2 2025, selling an estimated $141K and leaving 51,098 shares worth $2.85M. The position accounts for 1.5% of the portfolio, ranked #17.

Blue Oak Capital first reported a position in CMF in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.02M in Q1 2025. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

  • Blue Oak Capital held 51,098 shares of iShares California Muni Bond ETF worth $2.85M as of Q2 2025.
  • Blue Oak Capital sold 2,532 iShares California Muni Bond ETF shares in Q2 2025, an estimated $141K.
  • iShares California Muni Bond ETF made up 1.5% of Blue Oak Capital's portfolio in Q2 2025, its #17 holding.
  • Blue Oak Capital first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's iShares California Muni Bond ETF position peaked at $3.02M in Q1 2025.
  • 318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.