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Cardiff Park Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Cardiff Park Advisors’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 		$179K Buy
3,102
+23
+0.7% +$1.32K 0.01% 275
2026
Q1 		$175K Buy
3,079
+15
+0.5% +$865 0.01% 288
2025
Q4 		$176K Buy
3,064
+30
+1% +$1.72K 0.01% 277
2025
Q3 		$173K Buy
3,034
+23
+0.8% +$1.29K 0.01% 294
2025
Q2 		$168K Buy
3,011
+23
+0.8% +$1.28K 0.01% 267
2025
Q1 		$168K Buy
2,988
+14
+0.5% +$796 0.02% 265
2024
Q4 		$170K Buy
2,974
+28
+1% +$1.61K 0.02% 260
2024
Q3 		$171K Buy
2,946
+20
+0.7% +$1.15K 0.02% 258
2024
Q2 		$166K Buy
2,926
+20
+0.7% +$1.14K 0.02% 248
2024
Q1 		$167K Buy
2,906
+13
+0.4% +$750 0.02% 267
2023
Q4 		$168K Buy
2,893
+24
+0.8% +$1.34K 0.02% 240
2023
Q3 		$157K Buy
2,869
+17
+0.6% +$956 0.02% 226
2023
Q2 		$162K Buy
2,852
+15
+0.5% +$855 0.02% 236
2023
Q1 		$163K Buy
2,837
+11
+0.4% +$626 0.02% 230
2022
Q4 		$159K Buy
2,826
+20
+0.7% +$1.11K 0.02% 239
2022
Q3 		$152K Buy
2,806
+13
+0.5% +$736 0.02% 241
2022
Q2 		$158K Buy
2,793
+12
+0.4% +$678 0.02% 246
2022
Q1 		$162K Buy
2,781
+8
+0.3% +$481 0.02% 243
2021
Q4 		$173K Buy
+2,773
New +$172K 0.02% 244

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

Cardiff Park Advisors's CMF Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.75% in Q2 2026, buying an estimated $1.32K and bringing the position to 3,102 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #275.

Cardiff Park Advisors first reported a position in CMF in Q4 2021 and has held it in 19 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Cardiff Park Advisors held 3,102 shares of iShares California Muni Bond ETF worth $179K as of Q2 2026.
  • Cardiff Park Advisors bought 23 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.32K.
  • iShares California Muni Bond ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #275 holding.
  • Cardiff Park Advisors first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.