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

Fortitude 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	–	Sell	-5,897	Closed	-$335K	–	30
2026 Q1	$335K	Sell	5,897 -375	-6%	-$21.6K	0.18%	32
2025 Q4	$360K	Sell	6,272 -6,679	-52%	-$383K	0.31%	31
2025 Q3	$684K	Sell	12,951 -505	-4%	-$28.3K	0.56%	24
2025 Q2	$662K	Buy	13,456 +5,904	+78%	+$328K	0.59%	23
2025 Q1	$425K	Buy	7,552 +1,858	+33%	+$106K	0.4%	26
2024 Q4	$326K	Buy	+5,694	New	+$327K	0.18%	29

Other funds holding CMF

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Fortitude Financial's CMF Position: Q2 2026 in Review

Fortitude Financial sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 5,897 shares — an estimated $335K sold.

Fortitude Financial first reported a position in CMF in Q4 2024 and held it in 6 quarters. The position peaked at $684K in Q3 2025. 66 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Fortitude Financial reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Fortitude Financial sold 5,897 iShares California Muni Bond ETF shares in Q2 2026, an estimated $335K.
Fortitude Financial first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 6 quarters.
Fortitude Financial's iShares California Muni Bond ETF position peaked at $684K in Q3 2025.
66 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.