Chatterton & Associates’s iShares California Muni Bond ETF CMF Stock Holding History

Chatterton & Associates’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	$4.03M	Buy	+74,467	New	+$4.19M	1.83%	14

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

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

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Chatterton & Associates's CMF Position: Q3 2026 in Review

Chatterton & Associates opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 74,467 shares worth $4.03M. The stake represents 1.83% of the portfolio and ranks #14 among its holdings.

320 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Chatterton & Associates held 74,467 shares of iShares California Muni Bond ETF worth $4.03M as of Q3 2026.
iShares California Muni Bond ETF was a new Chatterton & Associates position in Q3 2026.
iShares California Muni Bond ETF made up 1.83% of Chatterton & Associates's portfolio in Q3 2026, its #14 holding.
320 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.