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Continuum Advisory’s iShares California Muni Bond ETF CMF Stock Holding History

Continuum Advisory’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 		$139K Buy
+2,420
New +$139K 0.01% 553
2025
Q2 		– Sell
-2,420
Closed -$136K – 619
2025
Q1 		$136K Hold
2,420
– – 0.02% 469
2024
Q4 		$139K Buy
+2,420
New +$139K 0.02% 461

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

Continuum Advisory's CMF Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 2,420 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CMF as recently as Q1 2025.

Continuum Advisory first reported a position in CMF in Q4 2024 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Continuum Advisory held 2,420 shares of iShares California Muni Bond ETF worth $139K as of Q2 2026.
  • iShares California Muni Bond ETF was a new Continuum Advisory position in Q2 2026.
  • iShares California Muni Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #553 holding.
  • Continuum Advisory first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.