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

Foronjy Financial’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 		$715K Sell
12,404
-15,881
-56% -$909K 0.26% 50
2026
Q1 		$1.61M Sell
28,285
-1,289
-4% -$74.4K 0.67% 33
2025
Q4 		$1.7M Buy
29,574
+2,931
+11% +$168K 0.71% 33
2025
Q3 		$1.52M Sell
26,643
-1,434
-5% -$80.2K 0.67% 29
2025
Q2 		$1.57M Buy
+28,077
New +$1.56M 0.73% 31

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

Foronjy Financial's CMF Position: Q2 2026 in Review

Foronjy Financial reduced its iShares California Muni Bond ETF (CMF) stake by 56% in Q2 2026, selling an estimated $909K and leaving 12,404 shares worth $715K. The position accounts for 0.26% of the portfolio, ranked #50.

Foronjy Financial first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Foronjy Financial held 12,404 shares of iShares California Muni Bond ETF worth $715K as of Q2 2026.
  • Foronjy Financial sold 15,881 iShares California Muni Bond ETF shares in Q2 2026, an estimated $909K.
  • iShares California Muni Bond ETF made up 0.26% of Foronjy Financial's portfolio in Q2 2026, its #50 holding.
  • Foronjy Financial first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Foronjy Financial's iShares California Muni Bond ETF position peaked at $1.7M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.