Creative Capital Management Investments’s iShares California Muni Bond ETF CMF Stock Holding History

Creative Capital Management Investments’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	$1.47M	Hold	25,547	–	–	0.34%	21
2026 Q1	$1.45M	Buy	25,547 +674	+3%	+$38.9K	0.42%	16
2025 Q4	$1.43M	Buy	24,873 +607	+3%	+$34.8K	0.43%	15
2025 Q3	$1.38M	Sell	24,266 -8,264	-25%	-$462K	0.44%	15
2025 Q2	$1.81M	Sell	32,530 -18,032	-36%	-$1M	0.65%	13
2025 Q1	$2.85M	Sell	50,562 -5,039	-9%	-$286K	1.1%	10
2024 Q4	$3.18M	Buy	55,601 +60	+0.1%	+$3.45K	1.33%	9
2024 Q3	$3.23M	Buy	55,541 +451	+0.8%	+$26K	1.35%	9
2024 Q2	$3.13M	Buy	55,090 +1,520	+3%	+$86.5K	1.52%	9
2024 Q1	$3.08M	Buy	53,570 +1,055	+2%	+$60.9K	1.59%	9
2023 Q4	$3.04M	Sell	52,515 -17,665	-25%	-$986K	1.76%	9
2023 Q3	$3.85M	Buy	70,180 +572	+0.8%	+$32.2K	2.64%	9
2023 Q2	$3.96M	Sell	69,608 -506	-0.7%	-$28.8K	2.86%	9
2023 Q1	$4.03M	Buy	70,114 +175	+0.3%	+$9.96K	2.94%	9
2022 Q4	$3.92M	Buy	+69,939	New	+$3.88M	3.43%	9

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

Creative Capital Management Investments's CMF Position: Q2 2026 in Review

Creative Capital Management Investments held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 25,547 shares worth $1.47M. The position accounts for 0.34% of the portfolio, ranked #21.

Creative Capital Management Investments first reported a position in CMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.03M in Q1 2023. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Creative Capital Management Investments held 25,547 shares of iShares California Muni Bond ETF worth $1.47M as of Q2 2026.
Creative Capital Management Investments left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.34% of Creative Capital Management Investments's portfolio in Q2 2026, its #21 holding.
Creative Capital Management Investments first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's iShares California Muni Bond ETF position peaked at $4.03M in Q1 2023.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.