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

Brookstone 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 		$616K Buy
+10,682
New +$612K 0.01% 871
2021
Q4 		– Sell
-70,561
Closed -$4.37M – 757
2021
Q3 		$4.37M Hold
70,561
– – 0.08% 194
2021
Q2 		$4.43M Buy
+70,561
New +$4.41M 0.08% 191

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

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

Brookstone Capital Management opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 10,682 shares worth $616K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in CMF as recently as Q3 2021.

Brookstone Capital Management first reported a position in CMF in Q2 2021 and has held it in 3 quarters since. The position peaked at $4.43M in Q2 2021. 99 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Brookstone Capital Management held 10,682 shares of iShares California Muni Bond ETF worth $616K as of Q2 2026.
  • iShares California Muni Bond ETF was a new Brookstone Capital Management position in Q2 2026.
  • iShares California Muni Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #871 holding.
  • Brookstone Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • Brookstone Capital Management's iShares California Muni Bond ETF position peaked at $4.43M in Q2 2021.
  • 99 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.