Fiduciary Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Fiduciary Financial Group’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	$1.75M	Buy	30,381 +4,664	+18%	+$267K	0.2%	71
2026 Q1	$1.46M	Sell	25,717 -874	-3%	-$50.4K	0.19%	73
2025 Q4	$1.53M	Hold	26,591	–	–	0.22%	67
2025 Q3	$1.52M	Buy	26,591 +1,637	+7%	+$91.6K	0.24%	58
2025 Q2	$1.39M	Buy	24,954 +9,022	+57%	+$501K	0.25%	60
2025 Q1	$878K	Buy	+15,932	New	+$905K	0.19%	73

Other funds holding CMF

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Fiduciary Financial Group's CMF Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 18% in Q2 2026, buying an estimated $267K and bringing the position to 30,381 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #71.

Fiduciary Financial Group first reported a position in CMF in Q1 2025 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Fiduciary Financial Group held 30,381 shares of iShares California Muni Bond ETF worth $1.75M as of Q2 2026.
Fiduciary Financial Group bought 4,664 iShares California Muni Bond ETF shares in Q2 2026, an estimated $267K.
iShares California Muni Bond ETF made up 0.2% of Fiduciary Financial Group's portfolio in Q2 2026, its #71 holding.
Fiduciary Financial Group first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
157 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.