CI
CMF icon

CX Institutional’s iShares California Muni Bond ETF CMF Stock Holding History

CX Institutional’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 		$65K Buy
1,133
+8
+0.7% +$458 ﹤0.01% 937
2026
Q1 		$64K Sell
1,125
-1
-0.1% -$58 ﹤0.01% 931
2025
Q4 		$65K Buy
1,126
+18
+2% +$1.03K ﹤0.01% 926
2025
Q3 		$63K Buy
+1,108
New +$62K ﹤0.01% 901

Other funds holding CMF

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CX Institutional's CMF Position: Q2 2026 in Review

CX Institutional increased its iShares California Muni Bond ETF (CMF) stake by 0.71% in Q2 2026, buying an estimated $458 and bringing the position to 1,133 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

CX Institutional first reported a position in CMF in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • CX Institutional held 1,133 shares of iShares California Muni Bond ETF worth $65K as of Q2 2026.
  • CX Institutional bought 8 iShares California Muni Bond ETF shares in Q2 2026, an estimated $458.
  • iShares California Muni Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #937 holding.
  • CX Institutional first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.