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

Empirical 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 		$2.55M Buy
44,178
+8,968
+25% +$513K 0.04% 238
2026
Q1 		$2M Sell
35,210
-4,034
-10% -$233K 0.03% 249
2025
Q4 		$2.25M Buy
39,244
+5,173
+15% +$297K 0.04% 237
2025
Q3 		$1.94M Buy
34,071
+9,776
+40% +$547K 0.04% 246
2025
Q2 		$1.35M Sell
24,295
-9,691
-29% -$538K 0.03% 276
2025
Q1 		$1.91M Buy
33,986
+8,510
+33% +$484K 0.05% 218
2024
Q4 		$1.46M Buy
25,476
+1,227
+5% +$70.6K 0.04% 234
2024
Q3 		$1.41M Buy
24,249
+665
+3% +$38.3K 0.04% 227
2024
Q2 		$1.34M Sell
23,584
-2,865
-11% -$163K 0.04% 227
2024
Q1 		$1.52M Sell
26,449
-3,221
-11% -$186K 0.05% 211
2023
Q4 		$1.72M Buy
29,670
+4,242
+17% +$237K 0.06% 187
2023
Q3 		$1.39M Sell
25,428
-5,518
-18% -$310K 0.05% 192
2023
Q2 		$1.76M Sell
30,946
-1,298
-4% -$73.9K 0.07% 172
2023
Q1 		$1.85M Sell
32,244
-5,054
-14% -$288K 0.08% 149
2022
Q4 		$2.09M Sell
37,298
-1,282
-3% -$71.1K 0.1% 134
2022
Q3 		$2.09M Sell
38,580
-10,832
-22% -$613K 0.11% 124
2022
Q2 		$2.79M Buy
49,412
+33,196
+205% +$1.87M 0.15% 103
2022
Q1 		$943K Buy
16,216
+5,689
+54% +$342K 0.05% 225
2021
Q4 		$656K Buy
10,527
+920
+10% +$57.2K 0.03% 289
2021
Q3 		$596K Sell
9,607
-2,828
-23% -$177K 0.03% 266
2021
Q2 		$779K Sell
12,435
-1,165
-9% -$72.8K 0.05% 222
2021
Q1 		$845K Sell
13,600
-2,195
-14% -$137K 0.07% 181
2020
Q4 		$992K Buy
15,795
+1,065
+7% +$66.5K 0.08% 154
2020
Q3 		$919K Buy
14,730
+5,725
+64% +$358K 0.08% 145
2020
Q2 		$560K Sell
9,005
-1,628
-15% -$99.8K 0.05% 192
2020
Q1 		$644K Buy
10,633
+1,435
+16% +$87.8K 0.07% 150
2019
Q4 		$563K Buy
9,198
+978
+12% +$59.8K 0.06% 178
2019
Q3 		$504K Buy
+8,220
New +$503K 0.06% 172
2018
Q4 		– Sell
-4,307
Closed -$250K – 206
2018
Q3 		$250K Buy
+4,307
New +$252K 0.04% 181
2017
Q2 		– Sell
-4,002
Closed -$233K – 131
2017
Q1 		$233K Sell
4,002
-1,210
-23% -$69.9K 0.06% 119
2016
Q4 		$301K Buy
+5,212
New +$305K 0.07% 100
2015
Q1 		– Sell
-4,012
Closed -$236K – 101
2014
Q4 		$236K Buy
4,012
+12
+0.3% +$706 0.06% 94
2014
Q3 		$233K Buy
4,000
+12
+0.3% +$697 0.06% 91
2014
Q2 		$231K Buy
3,988
+12
+0.3% +$689 0.06% 93
2014
Q1 		$225K Buy
3,976
+14
+0.4% +$786 0.06% 92
2013
Q4 		$216K Sell
3,962
-844
-18% -$46.3K 0.06% 87
2013
Q3 		$262K Buy
4,806
+82
+2% +$4.4K 0.08% 81
2013
Q2 		$255K Buy
+4,724
New +$268K 0.09% 75

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Empirical Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 25% in Q2 2026, buying an estimated $513K and bringing the position to 44,178 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #238.

Empirical Wealth Management first reported a position in CMF in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.79M in Q2 2022. 149 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Empirical Wealth Management held 44,178 shares of iShares California Muni Bond ETF worth $2.55M as of Q2 2026.
  • Empirical Wealth Management bought 8,968 iShares California Muni Bond ETF shares in Q2 2026, an estimated $513K.
  • iShares California Muni Bond ETF made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Empirical Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 38 quarters since.
  • Empirical Wealth Management's iShares California Muni Bond ETF position peaked at $2.79M in Q2 2022.
  • 149 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.