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

Chesley Taft & 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 Q2	$399K	Sell	6,925 -450	-6%	-$25.8K	0.02%	300
2026 Q1	$419K	Hold	7,375	–	–	0.02%	292
2025 Q4	$424K	Hold	7,375	–	–	0.02%	300
2025 Q3	$421K	Buy	7,375 +325	+5%	+$18.2K	0.02%	283
2025 Q2	$393K	Buy	7,050 +2,100	+42%	+$117K	0.02%	277
2025 Q1	$279K	Hold	4,950	–	–	0.01%	304
2024 Q4	$284K	Sell	4,950 -150	-3%	-$8.63K	0.01%	293
2024 Q3	$296K	Hold	5,100	–	–	0.01%	289
2024 Q2	$290K	Hold	5,100	–	–	0.01%	284
2024 Q1	$293K	Buy	+5,100	New	+$294K	0.02%	283

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

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Chesley Taft & Associates's CMF Position: Q2 2026 in Review

Chesley Taft & Associates reduced its iShares California Muni Bond ETF (CMF) stake by 6.1% in Q2 2026, selling an estimated $25.8K and leaving 6,925 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #300.

Chesley Taft & Associates first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $424K in Q4 2025. 71 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Chesley Taft & Associates held 6,925 shares of iShares California Muni Bond ETF worth $399K as of Q2 2026.
Chesley Taft & Associates sold 450 iShares California Muni Bond ETF shares in Q2 2026, an estimated $25.8K.
iShares California Muni Bond ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #300 holding.
Chesley Taft & Associates first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Chesley Taft & Associates's iShares California Muni Bond ETF position peaked at $424K in Q4 2025.
71 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.