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Capital Insight Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Capital Insight Partners’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 		– Sell
-11,585
Closed -$666K – 23
2025
Q4 		$666K Sell
11,585
-5,489
-32% -$315K 0.14% 94
2025
Q3 		$974K Buy
17,074
+9,137
+115% +$511K 0.16% 94
2025
Q2 		$442K Sell
7,937
-6,334
-44% -$352K 0.08% 136
2025
Q1 		$803K Buy
14,271
+1,571
+12% +$89.3K 0.14% 110
2024
Q4 		$727K Buy
12,700
+2,975
+31% +$171K 0.13% 117
2024
Q3 		$565K Hold
9,725
– – 0.1% 124
2024
Q2 		$553K Buy
+9,725
New +$553K 0.1% 126

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 $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return

Capital Insight Partners's CMF Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 11,585 shares — an estimated $666K sold.

Capital Insight Partners first reported a position in CMF in Q2 2024 and held it in 7 quarters. The position peaked at $974K in Q3 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 11,585 iShares California Muni Bond ETF shares in Q1 2026, an estimated $666K.
  • Capital Insight Partners first reported a position in iShares California Muni Bond ETF in Q2 2024 and held it in 7 quarters.
  • Capital Insight Partners's iShares California Muni Bond ETF position peaked at $974K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.