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 Q3	$553K	Sell	10,225 -457	-4%	-$25.7K	0.01%	890
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Brookstone Capital Management's CMF Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares California Muni Bond ETF (CMF) stake by 4.3% in Q3 2026, selling an estimated $25.7K and leaving 10,225 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #890.

Brookstone Capital Management first reported a position in CMF in Q2 2021 and has held it in 4 quarters since. The position peaked at $4.43M in Q2 2021. 106 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Brookstone Capital Management held 10,225 shares of iShares California Muni Bond ETF worth $553K as of Q3 2026.
Brookstone Capital Management sold 457 iShares California Muni Bond ETF shares in Q3 2026, an estimated $25.7K.
iShares California Muni Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #890 holding.
Brookstone Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2021 and has held it in 4 quarters since.
Brookstone Capital Management's iShares California Muni Bond ETF position peaked at $4.43M in Q2 2021.
106 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.