Engineers Gate Manager’s iShares California Muni Bond ETF CMF Stock Holding History

Engineers Gate Manager’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	$1.96M	Buy	+33,986	New	+$1.95M	0.03%	701
2026 Q1	–	Sell	-11,816	Closed	-$679K	–	2229
2025 Q4	$679K	Sell	11,816 -3,654	-24%	-$210K	0.01%	1218
2025 Q3	$882K	Buy	+15,470	New	+$866K	0.01%	1217
2025 Q1	–	Sell	-16,746	Closed	-$959K	–	2215
2024 Q4	$959K	Buy	+16,746	New	+$963K	0.02%	1035

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Engineers Gate Manager's CMF Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 33,986 shares worth $1.96M. The stake represents 0.03% of the portfolio and ranks #701 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in CMF as recently as Q4 2025.

Engineers Gate Manager first reported a position in CMF in Q4 2024 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Engineers Gate Manager held 33,986 shares of iShares California Muni Bond ETF worth $1.96M as of Q2 2026.
iShares California Muni Bond ETF was a new Engineers Gate Manager position in Q2 2026.
iShares California Muni Bond ETF made up 0.03% of Engineers Gate Manager's portfolio in Q2 2026, its #701 holding.
Engineers Gate Manager first reported a position in iShares California Muni Bond ETF in Q4 2024 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 Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.