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Brasada Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Brasada Capital Management’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 		$689K Sell
11,961
-89
-0.7% -$5.09K 0.12% 109
2026
Q1 		$686K Sell
12,050
-1,460
-11% -$84.2K 0.13% 106
2025
Q4 		$777K Sell
13,510
-72
-0.5% -$4.13K 0.13% 101
2025
Q3 		$774K Sell
13,582
-718
-5% -$40.2K 0.13% 105
2025
Q2 		$795K Buy
+14,300
New +$794K 0.14% 102

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

Brasada Capital Management's CMF Position: Q2 2026 in Review

Brasada Capital Management reduced its iShares California Muni Bond ETF (CMF) stake by 0.74% in Q2 2026, selling an estimated $5.09K and leaving 11,961 shares worth $689K. The position accounts for 0.12% of the portfolio, ranked #109.

Brasada Capital Management first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $795K in Q2 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Brasada Capital Management held 11,961 shares of iShares California Muni Bond ETF worth $689K as of Q2 2026.
  • Brasada Capital Management sold 89 iShares California Muni Bond ETF shares in Q2 2026, an estimated $5.09K.
  • iShares California Muni Bond ETF made up 0.12% of Brasada Capital Management's portfolio in Q2 2026, its #109 holding.
  • Brasada Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Brasada Capital Management's iShares California Muni Bond ETF position peaked at $795K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.