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Brooklyn Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

Brooklyn Investment Group’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 		$288K Buy
+5,062
New +$292K 0.01% 1431

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brooklyn Investment Group's CMF Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares California Muni Bond ETF (CMF) in Q1 2026: 5,062 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #1431 among its holdings.

351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Brooklyn Investment Group held 5,062 shares of iShares California Muni Bond ETF worth $288K as of Q1 2026.
  • iShares California Muni Bond ETF was a new Brooklyn Investment Group position in Q1 2026.
  • iShares California Muni Bond ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1431 holding.
  • 351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.