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Diversified Portfolios Inc’s iShares California Muni Bond ETF CMF Stock Holding History

Diversified Portfolios Inc’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 		$1.05M Buy
18,201
+4,061
+29% +$233K 0.08% 103
2026
Q1 		$804K Buy
14,140
+3,529
+33% +$204K 0.07% 104
2025
Q4 		$610K Buy
10,611
+1,472
+16% +$84.5K 0.05% 124
2025
Q3 		$521K Buy
+9,139
New +$511K 0.05% 119

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

Diversified Portfolios Inc's CMF Position: Q2 2026 in Review

Diversified Portfolios Inc increased its iShares California Muni Bond ETF (CMF) stake by 29% in Q2 2026, buying an estimated $233K and bringing the position to 18,201 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #103.

Diversified Portfolios Inc first reported a position in CMF in Q3 2025 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Diversified Portfolios Inc held 18,201 shares of iShares California Muni Bond ETF worth $1.05M as of Q2 2026.
  • Diversified Portfolios Inc bought 4,061 iShares California Muni Bond ETF shares in Q2 2026, an estimated $233K.
  • iShares California Muni Bond ETF made up 0.08% of Diversified Portfolios Inc's portfolio in Q2 2026, its #103 holding.
  • Diversified Portfolios Inc first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.