Clifford Swan Investment Counsel’s iShares California Muni Bond ETF CMF Stock Holding History

Clifford Swan Investment Counsel’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	–	Sell	-9,260	Closed	-$527K	–	343
2026 Q1	$527K	Hold	9,260	–	–	0.02%	210
2025 Q4	$532K	Hold	9,260	–	–	0.02%	221
2025 Q3	$528K	Hold	9,260	–	–	0.02%	219
2025 Q2	$516K	Hold	9,260	–	–	0.02%	216
2025 Q1	$521K	Buy	9,260 +2,250	+32%	+$128K	0.02%	213
2024 Q4	$402K	Hold	7,010	–	–	0.01%	235
2024 Q3	$407K	Hold	7,010	–	–	0.01%	241
2024 Q2	$399K	Hold	7,010	–	–	0.01%	240
2024 Q1	$403K	Hold	7,010	–	–	0.02%	240
2023 Q4	$406K	Hold	7,010	–	–	0.02%	229
2023 Q3	$384K	Hold	7,010	–	–	0.02%	231
2023 Q2	$399K	Buy	7,010 +450	+7%	+$25.6K	0.02%	238
2023 Q1	$377K	Sell	6,560 -220	-3%	-$12.5K	0.02%	236
2022 Q4	$380K	Hold	6,780	–	–	0.02%	233
2022 Q3	$368K	Hold	6,780	–	–	0.02%	236
2022 Q2	$383K	Hold	6,780	–	–	0.02%	249
2022 Q1	$394K	Hold	6,780	–	–	0.01%	251
2021 Q4	$423K	Hold	6,780	–	–	0.01%	248
2021 Q3	$419K	Hold	6,780	–	–	0.02%	250
2021 Q2	$426K	Hold	6,780	–	–	0.02%	242
2021 Q1	$421K	Buy	+6,780	New	+$424K	0.02%	238

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Clifford Swan Investment Counsel's CMF Position: Q2 2026 in Review

Clifford Swan Investment Counsel sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 9,260 shares — an estimated $527K sold.

Clifford Swan Investment Counsel first reported a position in CMF in Q1 2021 and held it in 21 quarters. The position peaked at $532K in Q4 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Clifford Swan Investment Counsel reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Clifford Swan Investment Counsel sold 9,260 iShares California Muni Bond ETF shares in Q2 2026, an estimated $527K.
Clifford Swan Investment Counsel first reported a position in iShares California Muni Bond ETF in Q1 2021 and held it in 21 quarters.
Clifford Swan Investment Counsel's iShares California Muni Bond ETF position peaked at $532K in Q4 2025.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.