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Brio Consultants’s iShares California Muni Bond ETF CMF Stock Holding History

Brio Consultants’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 		$11.6M Buy
200,419
+3,292
+2% +$188K 1.35% 16
2026
Q1 		$11.3M Sell
197,127
-1,050
-0.5% -$60.6K 1.38% 16
2025
Q4 		$11.4M Buy
198,177
+11,286
+6% +$648K 1.48% 13
2025
Q3 		$10.7M Sell
186,891
-12,361
-6% -$692K 1.47% 13
2025
Q2 		$11.1M Sell
199,252
-139,692
-41% -$7.76M 1.62% 14
2025
Q1 		$19.1M Sell
338,944
-72,910
-18% -$4.14M 3% 8
2024
Q4 		$23.6M Buy
411,854
+3,534
+0.9% +$203K 3.69% 8
2024
Q3 		$23.7M Buy
408,320
+67,323
+20% +$3.88M 3.78% 8
2024
Q2 		$19.4M Buy
340,997
+36,857
+12% +$2.1M 3.2% 10
2024
Q1 		$17.5M Buy
304,140
+25,624
+9% +$1.48M 2.95% 10
2023
Q4 		$16.1M Sell
278,516
-233,168
-46% -$13M 2.86% 10
2023
Q3 		$28.1M Buy
511,684
+26,167
+5% +$1.47M 5.27% 5
2023
Q2 		$27.7M Buy
485,517
+867
+0.2% +$49.4K 5% 5
2023
Q1 		$27.8M Buy
484,650
+9,995
+2% +$569K 5.15% 5
2022
Q4 		$26.6M Buy
474,655
+25,013
+6% +$1.39M 5.31% 5
2022
Q3 		$24.3M Buy
+449,642
New +$25.5M 5.14% 5
2022
Q2 		– Sell
-7,735
Closed -$450K – 83
2022
Q1 		$450K Buy
+7,735
New +$466K 0.1% 55

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

Brio Consultants's CMF Position: Q2 2026 in Review

Brio Consultants increased its iShares California Muni Bond ETF (CMF) stake by 1.7% in Q2 2026, buying an estimated $188K and bringing the position to 200,419 shares worth $11.6M. The position accounts for 1.35% of the portfolio, ranked #16.

Brio Consultants first reported a position in CMF in Q1 2022 and has held it in 17 quarters since. The position peaked at $28.1M in Q3 2023. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Brio Consultants held 200,419 shares of iShares California Muni Bond ETF worth $11.6M as of Q2 2026.
  • Brio Consultants bought 3,292 iShares California Muni Bond ETF shares in Q2 2026, an estimated $188K.
  • iShares California Muni Bond ETF made up 1.35% of Brio Consultants's portfolio in Q2 2026, its #16 holding.
  • Brio Consultants first reported a position in iShares California Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Brio Consultants's iShares California Muni Bond ETF position peaked at $28.1M in Q3 2023.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.