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Fairview Capital Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Fairview Capital Investment 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 		$1.89M Hold
32,871
– – 0.1% 93
2026
Q1 		$1.87M Sell
32,871
-300
-0.9% -$17.3K 0.1% 91
2025
Q4 		$1.91M Buy
33,171
+2,901
+10% +$167K 0.1% 78
2025
Q3 		$1.73M Sell
30,270
-425
-1% -$23.8K 0.09% 81
2025
Q2 		$1.71M Buy
30,695
+1,400
+5% +$77.7K 0.09% 77
2025
Q1 		$1.65M Hold
29,295
– – 0.09% 78
2024
Q4 		$1.68M Buy
29,295
+1,075
+4% +$61.8K 0.09% 76
2024
Q3 		$1.64M Buy
28,220
+265
+0.9% +$15.3K 0.09% 80
2024
Q2 		$1.59M Buy
27,955
+1,780
+7% +$101K 0.09% 82
2024
Q1 		$1.51M Sell
26,175
-33,300
-56% -$1.92M 0.08% 85
2023
Q4 		$3.45M Buy
59,475
+8,550
+17% +$477K 0.21% 64
2023
Q3 		$2.79M Sell
50,925
-10,100
-17% -$568K 0.18% 64
2023
Q2 		$3.48M Hold
61,025
– – 0.22% 60
2023
Q1 		$3.5M Buy
61,025
+3,900
+7% +$222K 0.23% 59
2022
Q4 		$3.21M Buy
57,125
+44,350
+347% +$2.46M 0.22% 61
2022
Q3 		$692K Sell
12,775
-15,425
-55% -$873K 0.05% 84
2022
Q2 		$1.59M Sell
28,200
-8,300
-23% -$469K 0.11% 71
2022
Q1 		$2.12M Sell
36,500
-2,050
-5% -$123K 0.13% 67
2021
Q4 		$2.4M Buy
38,550
+12,200
+46% +$758K 0.15% 63
2021
Q3 		$1.64M Hold
26,350
– – 0.11% 67
2021
Q2 		$1.65M Hold
26,350
– – 0.11% 66
2021
Q1 		$1.64M Hold
26,350
– – 0.06% 99
2020
Q4 		$1.66M Hold
26,350
– – 0.07% 87
2020
Q3 		$1.64M Hold
26,350
– – 0.08% 81
2020
Q2 		$1.64M Buy
26,350
+125
+0.5% +$7.66K 0.08% 77
2020
Q1 		$1.59M Hold
26,225
– – 0.09% 74
2019
Q4 		$1.6M Hold
26,225
– – 0.08% 80
2019
Q3 		$1.61M Hold
26,225
– – 0.08% 85
2019
Q2 		$1.59M Sell
26,225
-3,525
-12% -$211K 0.08% 82
2019
Q1 		$1.77M Buy
29,750
+1,500
+5% +$88.1K 0.09% 77
2018
Q4 		$1.65M Buy
+28,250
New +$1.63M 0.1% 73

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

Fairview Capital Investment Management's CMF Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 32,871 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #93.

Fairview Capital Investment Management first reported a position in CMF in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.5M in Q1 2023. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Fairview Capital Investment Management held 32,871 shares of iShares California Muni Bond ETF worth $1.89M as of Q2 2026.
  • Fairview Capital Investment Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.1% of Fairview Capital Investment Management's portfolio in Q2 2026, its #93 holding.
  • Fairview Capital Investment Management first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Fairview Capital Investment Management's iShares California Muni Bond ETF position peaked at $3.5M in Q1 2023.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.