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

Clune & 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
Q1 		– Sell
-12,013
Closed -$690K – 164
2025
Q4 		$690K Buy
12,013
+6,969
+138% +$400K 0.15% 102
2025
Q3 		$288K Hold
5,044
– – 0.07% 126
2025
Q2 		$281K Hold
5,044
– – 0.08% 126
2025
Q1 		$284K Hold
5,044
– – 0.09% 116
2024
Q4 		$289K Buy
+5,044
New +$290K 0.1% 118

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clune & Associates's CMF Position: Q1 2026 in Review

Clune & Associates sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 12,013 shares — an estimated $690K sold.

Clune & Associates first reported a position in CMF in Q4 2024 and held it in 5 quarters. The position peaked at $690K in Q4 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Clune & Associates reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Clune & Associates sold 12,013 iShares California Muni Bond ETF shares in Q1 2026, an estimated $690K.
  • Clune & Associates first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 5 quarters.
  • Clune & Associates's iShares California Muni Bond ETF position peaked at $690K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.