CAG
CMF icon

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

Curtis Advisory Group’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 		$1.63M Buy
28,354
+867
+3% +$49.6K 0.32% 56
2026
Q1 		$1.56M Buy
27,487
+307
+1% +$17.7K 0.34% 55
2025
Q4 		$1.56M Buy
27,180
+568
+2% +$32.6K 0.33% 53
2025
Q3 		$1.52M Buy
26,612
+318
+1% +$17.8K 0.34% 44
2025
Q2 		$1.47M Buy
26,294
+6,192
+31% +$344K 0.37% 43
2025
Q1 		$1.13M Sell
20,102
-8,578
-30% -$488K 0.33% 48
2024
Q4 		$1.64M Buy
28,680
+6,029
+27% +$347K 0.43% 40
2024
Q3 		$1.32M Buy
22,651
+518
+2% +$29.8K 0.37% 41
2024
Q2 		$1.26M Buy
22,133
+103
+0.5% +$5.86K 0.44% 41
2024
Q1 		$1.27M Buy
22,030
+2,382
+12% +$137K 0.49% 38
2023
Q4 		$1.14M Sell
19,648
-15,778
-45% -$881K 0.52% 38
2023
Q3 		$1.94M Buy
35,426
+303
+0.9% +$17K 0.65% 21
2023
Q2 		$2M Buy
35,123
+4,701
+15% +$268K 0.64% 22
2023
Q1 		$1.75M Sell
30,422
-2,962
-9% -$169K 0.64% 25
2022
Q4 		$1.87M Buy
33,384
+1,172
+4% +$65K 0.75% 23
2022
Q3 		$1.75M Buy
32,212
+12,860
+66% +$728K 0.72% 23
2022
Q2 		$1.09M Sell
19,352
-2,481
-11% -$140K 0.43% 31
2022
Q1 		$1.27M Sell
21,833
-2,267
-9% -$136K 0.43% 30
2021
Q4 		$1.5M Sell
24,100
-15,087
-39% -$937K 0.49% 31
2021
Q3 		$2.43M Buy
39,187
+5,029
+15% +$315K 0.88% 22
2021
Q2 		$2.14M Buy
34,158
+4,655
+16% +$291K 0.93% 19
2021
Q1 		$1.83M Buy
29,503
+2,182
+8% +$136K 0.81% 25
2020
Q4 		$1.72M Buy
27,321
+11,166
+69% +$697K 0.84% 22
2020
Q3 		$1.01M Buy
16,155
+8,676
+116% +$543K 0.59% 24
2020
Q2 		$465K Buy
+7,479
New +$458K 0.33% 34

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

Curtis Advisory Group's CMF Position: Q2 2026 in Review

Curtis Advisory Group increased its iShares California Muni Bond ETF (CMF) stake by 3.2% in Q2 2026, buying an estimated $49.6K and bringing the position to 28,354 shares worth $1.63M. The position accounts for 0.32% of the portfolio, ranked #56.

Curtis Advisory Group first reported a position in CMF in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.43M in Q3 2021. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Curtis Advisory Group held 28,354 shares of iShares California Muni Bond ETF worth $1.63M as of Q2 2026.
  • Curtis Advisory Group bought 867 iShares California Muni Bond ETF shares in Q2 2026, an estimated $49.6K.
  • iShares California Muni Bond ETF made up 0.32% of Curtis Advisory Group's portfolio in Q2 2026, its #56 holding.
  • Curtis Advisory Group first reported a position in iShares California Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Curtis Advisory Group's iShares California Muni Bond ETF position peaked at $2.43M in Q3 2021.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.