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

Creative Financial Designs’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 		$335K Buy
5,810
+1,700
+41% +$97.3K 0.02% 489
2026
Q1 		$234K Buy
4,110
+2,010
+96% +$116K 0.01% 482
2025
Q4 		$121K Buy
2,100
+1,000
+91% +$57.4K 0.01% 614
2025
Q3 		$62.7K Hold
1,100
– – ﹤0.01% 781
2025
Q2 		$61.3K Hold
1,100
– – ﹤0.01% 796
2025
Q1 		$61.9K Hold
1,100
– – ﹤0.01% 753
2024
Q4 		$63K Buy
+1,100
New +$63.3K 0.01% 719

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

Creative Financial Designs's CMF Position: Q2 2026 in Review

Creative Financial Designs increased its iShares California Muni Bond ETF (CMF) stake by 41% in Q2 2026, buying an estimated $97.3K and bringing the position to 5,810 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #489.

Creative Financial Designs first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Creative Financial Designs held 5,810 shares of iShares California Muni Bond ETF worth $335K as of Q2 2026.
  • Creative Financial Designs bought 1,700 iShares California Muni Bond ETF shares in Q2 2026, an estimated $97.3K.
  • iShares California Muni Bond ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #489 holding.
  • Creative Financial Designs first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.