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Conquis Financial’s iShares California Muni Bond ETF CMF Stock Holding History

Conquis Financial’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 		$2.08M Sell
36,048
-241
-0.7% -$13.8K 1.68% 11
2026
Q1 		$2.09M Sell
36,289
-15,878
-30% -$916K 1.73% 10
2025
Q4 		$3M Buy
52,167
+14,549
+39% +$835K 2.58% 9
2025
Q3 		$2.15M Buy
37,618
+10,546
+39% +$590K 2.03% 9
2025
Q2 		$1.51M Buy
27,072
+8,125
+43% +$451K 1.46% 11
2025
Q1 		$1.07M Buy
18,947
+1,829
+11% +$104K 1.11% 12
2024
Q4 		$981K Buy
+17,118
New +$984K 1% 11

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Conquis Financial's CMF Position: Q2 2026 in Review

Conquis Financial reduced its iShares California Muni Bond ETF (CMF) stake by 0.66% in Q2 2026, selling an estimated $13.8K and leaving 36,048 shares worth $2.08M. The position accounts for 1.68% of the portfolio, ranked #11.

Conquis Financial first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3M in Q4 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Conquis Financial held 36,048 shares of iShares California Muni Bond ETF worth $2.08M as of Q2 2026.
  • Conquis Financial sold 241 iShares California Muni Bond ETF shares in Q2 2026, an estimated $13.8K.
  • iShares California Muni Bond ETF made up 1.68% of Conquis Financial's portfolio in Q2 2026, its #11 holding.
  • Conquis Financial first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Conquis Financial's iShares California Muni Bond ETF position peaked at $3M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Conquis Financial's 13F filing for Q2 2026, filed 13 Aug 2026.