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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

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

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. 355 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.
  • 355 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.