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Elmwood Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Elmwood Wealth Management’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 		$4.77M Buy
82,736
+4,820
+6% +$276K 1.19% 28
2026
Q1 		$4.43M Buy
77,916
+9,876
+15% +$570K 1.23% 27
2025
Q4 		$3.91M Buy
68,040
+2,445
+4% +$140K 1.23% 28
2025
Q3 		$3.74M Sell
65,595
-580
-0.9% -$32.4K 1.33% 24
2025
Q2 		$3.69M Buy
66,175
+1,010
+2% +$56.1K 1.46% 20
2025
Q1 		$3.67M Sell
65,165
-25
-0% -$1.42K 1.5% 17
2024
Q4 		$3.73M Buy
65,190
+1,027
+2% +$59.1K 1.51% 16
2024
Q3 		$3.73M Buy
64,163
+2,353
+4% +$136K 1.54% 14
2024
Q2 		$3.52M Sell
61,810
-1,080
-2% -$61.5K 1.57% 16
2024
Q1 		$3.62M Buy
62,890
+10,268
+20% +$592K 1.55% 13
2023
Q4 		$3.05M Buy
52,622
+3,140
+6% +$175K 2.14% 11
2023
Q3 		$2.71M Buy
+49,482
New +$2.78M 1.31% 20
2022
Q1 		– Sell
-337
Closed -$21K – 142
2021
Q4 		$21K Buy
+337
New +$20.9K 0.01% 244
2021
Q2 		$21K Hold
337
– – 0.01% 216
2021
Q1 		$21K Buy
+337
New +$21.1K 0.01% 208
2020
Q3 		$21K Hold
337
– – 0.02% 157
2020
Q2 		$21K Sell
337
-167
-33% -$10.2K 0.02% 157
2020
Q1 		$29.4K Buy
+504
New +$30.9K 0.03% 145
2019
Q4 		– Sell
-349
Closed -$21K – 113
2019
Q3 		$21K Hold
349
– – 0.02% 141
2019
Q2 		$21K Sell
349
-65
-16% -$3.9K 0.02% 157
2019
Q1 		$25K Hold
414
– – 0.02% 142
2018
Q4 		$24K Sell
414
-31
-7% -$1.78K 0.02% 148
2018
Q3 		$25.8K Sell
445
-18
-4% -$1.05K 0.02% 160
2018
Q2 		$27.1K Sell
463
-41
-8% -$2.39K 0.02% 153
2018
Q1 		$29.4K Buy
+504
New +$29.5K 0.03% 145

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

Elmwood Wealth Management's CMF Position: Q2 2026 in Review

Elmwood Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 6.2% in Q2 2026, buying an estimated $276K and bringing the position to 82,736 shares worth $4.77M. The position accounts for 1.19% of the portfolio, ranked #28.

Elmwood Wealth Management first reported a position in CMF in Q1 2018 and has held it in 25 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Elmwood Wealth Management held 82,736 shares of iShares California Muni Bond ETF worth $4.77M as of Q2 2026.
  • Elmwood Wealth Management bought 4,820 iShares California Muni Bond ETF shares in Q2 2026, an estimated $276K.
  • iShares California Muni Bond ETF made up 1.19% of Elmwood Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Elmwood Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.