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

Elyxium Wealth’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 		$250K Hold
4,333
– – 0.03% 247
2026
Q1 		$246K Hold
4,333
– – 0.08% 150
2025
Q4 		$249K Hold
4,333
– – 0.07% 157
2025
Q3 		$247K Hold
4,333
– – 0.09% 150
2025
Q2 		$242K Sell
4,333
-1,733
-29% -$96.2K 0.09% 146
2025
Q1 		$341K Hold
6,066
– – 0.15% 113
2024
Q4 		$347K Hold
6,066
– – 0.21% 65
2024
Q3 		$352K Buy
+6,066
New +$349K 0.19% 92

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

Elyxium Wealth's CMF Position: Q2 2026 in Review

Elyxium Wealth held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 4,333 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #247.

Elyxium Wealth first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. The position peaked at $352K in Q3 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Elyxium Wealth held 4,333 shares of iShares California Muni Bond ETF worth $250K as of Q2 2026.
  • Elyxium Wealth left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.03% of Elyxium Wealth's portfolio in Q2 2026, its #247 holding.
  • Elyxium Wealth first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Elyxium Wealth's iShares California Muni Bond ETF position peaked at $352K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.