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Davidson Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Davidson Investment Advisors’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 		$1.48M Buy
25,689
+2,521
+11% +$144K 0.06% 88
2026
Q1 		$1.32M Sell
23,168
-269
-1% -$15.5K 0.06% 89
2025
Q4 		$1.35M Sell
23,437
-216
-0.9% -$12.4K 0.06% 90
2025
Q3 		$1.35M Buy
23,653
+2,068
+10% +$116K 0.06% 89
2025
Q2 		$1.2M Buy
21,585
+6,557
+44% +$364K 0.05% 88
2025
Q1 		$846K Buy
15,028
+3,359
+29% +$191K 0.04% 90
2024
Q4 		$668K Buy
11,669
+569
+5% +$32.7K 0.03% 93
2024
Q3 		$645K Sell
11,100
-437
-4% -$25.2K 0.03% 90
2024
Q2 		$656K Buy
11,537
+3,650
+46% +$208K 0.03% 90
2024
Q1 		$454K Buy
7,887
+2,325
+42% +$134K 0.02% 98
2023
Q4 		$322K Sell
5,562
-685
-11% -$38.2K 0.02% 103
2023
Q3 		$343K Buy
6,247
+429
+7% +$24.1K 0.02% 106
2023
Q2 		$331K Buy
5,818
+880
+18% +$50.1K 0.02% 99
2023
Q1 		$284K Buy
+4,938
New +$281K 0.02% 107

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

Davidson Investment Advisors's CMF Position: Q2 2026 in Review

Davidson Investment Advisors increased its iShares California Muni Bond ETF (CMF) stake by 11% in Q2 2026, buying an estimated $144K and bringing the position to 25,689 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #88.

Davidson Investment Advisors first reported a position in CMF in Q1 2023 and has held it in 14 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Davidson Investment Advisors held 25,689 shares of iShares California Muni Bond ETF worth $1.48M as of Q2 2026.
  • Davidson Investment Advisors bought 2,521 iShares California Muni Bond ETF shares in Q2 2026, an estimated $144K.
  • iShares California Muni Bond ETF made up 0.06% of Davidson Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Davidson Investment Advisors first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.