BJL
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Brighton Jones LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Brighton Jones LLC’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 		$501K Buy
+8,817
New +$509K 0.01% 693
2025
Q4 		– Sell
-8,812
Closed -$503K – 213
2025
Q3 		$503K Buy
8,812
+55
+0.6% +$3.08K 0.01% 628
2025
Q2 		$488K Hold
8,757
– – 0.01% 543
2025
Q1 		$493K Hold
8,757
– – 0.02% 392
2024
Q4 		$502K Hold
8,757
– – 0.01% 390
2024
Q3 		$509K Sell
8,757
-338
-4% -$19.5K 0.02% 313
2024
Q2 		$517K Buy
9,095
+3
+0% +$171 0.02% 344
2024
Q1 		$523K Buy
9,092
+1
+0% +$58 0.02% 337
2023
Q4 		$527K Buy
9,091
+1,900
+26% +$106K 0.02% 318
2023
Q3 		$394K Buy
7,191
+2
+0% +$113 0.02% 341
2023
Q2 		$409K Buy
7,189
+2
+0% +$114 0.02% 340
2023
Q1 		$413K Buy
7,187
+327
+5% +$18.6K 0.02% 321
2022
Q4 		$385K Hold
6,860
– – 0.02% 290
2022
Q3 		$372K Hold
6,860
– – 0.02% 291
2022
Q2 		$387K Hold
6,860
– – 0.02% 292
2022
Q1 		$399K Hold
6,860
– – 0.02% 313
2021
Q4 		$428K Hold
6,860
– – 0.02% 307
2021
Q3 		$426K Hold
6,860
– – 0.02% 298
2021
Q2 		$430K Sell
6,860
-120
-2% -$7.5K 0.02% 281
2021
Q1 		$434K Hold
6,980
– – 0.03% 250
2020
Q4 		$439K Buy
6,980
+120
+2% +$7.49K 0.03% 229
2020
Q3 		$428K Hold
6,860
– – 0.03% 210
2020
Q2 		$426K Hold
6,860
– – 0.03% 184
2020
Q1 		$415K Hold
6,860
– – 0.04% 182
2019
Q4 		$420K Hold
6,860
– – 0.05% 194
2019
Q3 		$420K Hold
6,860
– – 0.05% 183
2019
Q2 		$416K Hold
6,860
– – 0.05% 187
2019
Q1 		$409K Hold
6,860
– – 0.05% 189
2018
Q4 		$401K Hold
6,860
– – 0.06% 165
2018
Q3 		$398K Hold
6,860
– – 0.05% 174
2018
Q2 		$402K Hold
6,860
– – 0.05% 195
2018
Q1 		$400K Hold
6,860
– – 0.06% 178
2017
Q4 		$406K Hold
6,860
– – 0.05% 173
2017
Q3 		$406K Sell
6,860
-702
-9% -$41.6K 0.05% 172
2017
Q2 		$445K Buy
7,562
+702
+10% +$41.2K 0.06% 147
2017
Q1 		$399K Hold
6,860
– – 0.1% 67
2016
Q4 		$396K Hold
6,860
– – 0.15% 57
2016
Q3 		$414K Hold
6,860
– – 0.07% 145
2016
Q2 		$419K Hold
6,860
– – 0.07% 126
2016
Q1 		$409K Hold
6,860
– – 0.08% 129
2015
Q4 		$405K Hold
6,860
– – 0.08% 122
2015
Q3 		$403K Sell
6,860
-656
-9% -$38.2K 0.09% 117
2015
Q2 		$434K Buy
7,516
+656
+10% +$38.2K 0.1% 105
2015
Q1 		$406K Hold
6,860
– – 0.09% 113
2014
Q4 		$404K Hold
6,860
– – 0.09% 117
2014
Q3 		$400K Hold
6,860
– – 0.09% 121
2014
Q2 		$398K Hold
6,860
– – 0.09% 116
2014
Q1 		$388K Hold
6,860
– – 0.09% 112
2013
Q4 		$373K Hold
6,860
– – 0.09% 114
2013
Q3 		$373K Hold
6,860
– – 0.1% 94
2013
Q2 		$371K Buy
+6,860
New +$390K 0.11% 71

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brighton Jones LLC's CMF Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares California Muni Bond ETF (CMF) in Q1 2026: 8,817 shares worth $501K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in CMF as recently as Q3 2025.

Brighton Jones LLC first reported a position in CMF in Q2 2013 and has held it in 51 quarters since. The position peaked at $527K in Q4 2023. 350 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Brighton Jones LLC held 8,817 shares of iShares California Muni Bond ETF worth $501K as of Q1 2026.
  • iShares California Muni Bond ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares California Muni Bond ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #693 holding.
  • Brighton Jones LLC first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Brighton Jones LLC's iShares California Muni Bond ETF position peaked at $527K in Q4 2023.
  • 350 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.