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

Climber Capital’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 		$727K Hold
12,660
– – 0.44% 41
2026
Q1 		$718K Hold
12,660
– – 0.47% 42
2025
Q4 		$724K Buy
+12,660
New +$727K 0.47% 35
2025
Q2 		$702K Hold
12,660
– – 0.45% 38
2025
Q1 		$614K Buy
+12,660
New +$720K 0.48% 37

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Climber Capital's CMF Position: Q2 2026 in Review

Climber Capital held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 12,660 shares worth $727K. The position accounts for 0.44% of the portfolio, ranked #41.

Climber Capital first reported a position in CMF in Q1 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Climber Capital held 12,660 shares of iShares California Muni Bond ETF worth $727K as of Q2 2026.
  • Climber Capital left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.44% of Climber Capital's portfolio in Q2 2026, its #41 holding.
  • Climber Capital first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.