First Foundation Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

First Foundation Advisors’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 Q1	$20.3M	Sell	356,732 -10,551	-3%	-$609K	0.82%	22
2025 Q4	$21.1M	Buy	367,283 +20,356	+6%	+$1.17M	0.8%	23
2025 Q3	$19.8M	Sell	346,927 -174,591	-33%	-$9.77M	0.73%	26
2025 Q2	$29.1M	Sell	521,518 -5,944	-1%	-$330K	1.08%	19
2025 Q1	$29.7M	Sell	527,462 -34,278	-6%	-$1.95M	1.21%	18
2024 Q4	$32.2M	Buy	561,740 +16,717	+3%	+$961K	1.21%	18
2024 Q3	$31.7M	Sell	545,023 -16,711	-3%	-$962K	1.19%	18
2024 Q2	$32M	Buy	561,734 +5,310	+1%	+$302K	1.22%	17
2024 Q1	$32M	Buy	556,424 +142,075	+34%	+$8.2M	1.28%	17
2023 Q4	$24M	Buy	414,349 +62,286	+18%	+$3.48M	1.09%	21
2023 Q3	$19.3M	Buy	352,063 +17,000	+5%	+$956K	0.9%	25
2023 Q2	$19.1M	Buy	335,063 +178,136	+114%	+$10.1M	0.82%	31
2023 Q1	$9.01M	Sell	156,927 -10,786	-6%	-$614K	0.41%	58
2022 Q4	$9.41M	Buy	167,713 +40,119	+31%	+$2.23M	0.45%	56
2022 Q3	$6.92M	Buy	127,594 +6,450	+5%	+$365K	0.34%	61
2022 Q2	$6.84M	Buy	121,144 +16,387	+16%	+$926K	0.3%	65
2022 Q1	$6.09M	Sell	104,757 -4,528	-4%	-$273K	0.22%	71
2021 Q4	$6.81M	Sell	109,285 -14,983	-12%	-$931K	0.23%	72
2021 Q3	$7.71M	Sell	124,268 -3,018	-2%	-$189K	0.29%	66
2021 Q2	$7.97M	Buy	127,286 +9,227	+8%	+$577K	0.31%	66
2021 Q1	$7.33M	Sell	118,059 -52,551	-31%	-$3.28M	0.31%	60
2020 Q4	$10.7M	Sell	170,610 -22,543	-12%	-$1.41M	0.48%	48
2020 Q3	$12.1M	Buy	193,153 +61,728	+47%	+$3.86M	0.56%	41
2020 Q2	$8.17M	Buy	131,425 +7,569	+6%	+$464K	0.42%	45
2020 Q1	$7.5M	Buy	123,856 +1,626	+1%	+$99.5K	0.46%	44
2019 Q4	$7.48M	Buy	122,230 +64,791	+113%	+$3.96M	0.37%	53
2019 Q3	$3.52M	Buy	57,439 +20,774	+57%	+$1.27M	0.19%	83
2019 Q2	$2.22M	Buy	36,665 +1,957	+6%	+$117K	0.12%	110
2019 Q1	$2.07M	Buy	34,708 +9,401	+37%	+$552K	0.12%	112
2018 Q4	$1.48M	Sell	25,307 -9,339	-27%	-$538K	0.09%	135
2018 Q3	$2.01M	Buy	34,646 +27,059	+357%	+$1.58M	0.11%	115
2018 Q2	$444K	Sell	7,587 -563	-7%	-$32.8K	0.03%	224
2018 Q1	$476K	Sell	8,150 -6,608	-45%	-$386K	0.03%	216
2017 Q4	$873K	Buy	14,758 +5,138	+53%	+$304K	0.05%	184
2017 Q3	$570K	Buy	9,620 +1,266	+15%	+$75.1K	0.03%	192
2017 Q2	$492K	Sell	8,354 -4,032	-33%	-$237K	0.03%	202
2017 Q1	$720K	Sell	12,386 -102,710	-89%	-$5.93M	0.04%	170
2016 Q4	$6.65M	Buy	+115,096	New	+$6.73M	0.44%	53
2016 Q3	–	Sell	-5,106	Closed	-$312K	–	295
2016 Q2	$312K	Hold	5,106	–	–	0.02%	240
2016 Q1	$305K	Hold	5,106	–	–	0.02%	227
2015 Q4	$302K	Buy	+5,106	New	+$300K	0.02%	224
2015 Q1	–	Sell	-7,302	Closed	-$430K	–	247
2014 Q4	$430K	Buy	+7,302	New	+$429K	0.04%	159
2014 Q1	–	Sell	-10,346	Closed	-$563K	–	200
2013 Q4	$563K	Buy	+10,346	New	+$568K	0.08%	88

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Foundation Advisors's CMF Position: Q1 2026 in Review

First Foundation Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 2.9% in Q1 2026, selling an estimated $609K and leaving 356,732 shares worth $20.3M. The position accounts for 0.82% of the portfolio, ranked #22.

First Foundation Advisors first reported a position in CMF in Q4 2013 and has held it in 43 quarters since. The position peaked at $32.2M in Q4 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

First Foundation Advisors held 356,732 shares of iShares California Muni Bond ETF worth $20.3M as of Q1 2026.
First Foundation Advisors sold 10,551 iShares California Muni Bond ETF shares in Q1 2026, an estimated $609K.
iShares California Muni Bond ETF made up 0.82% of First Foundation Advisors's portfolio in Q1 2026, its #22 holding.
First Foundation Advisors first reported a position in iShares California Muni Bond ETF in Q4 2013 and has held it in 43 quarters since.
First Foundation Advisors's iShares California Muni Bond ETF position peaked at $32.2M in Q4 2024.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.