FCH
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Freestone Capital Holdings’s iShares California Muni Bond ETF CMF Stock Holding History

Freestone Capital Holdings’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 		$6.64M Buy
115,189
+28,315
+33% +$1.62M 0.17% 85
2026
Q1 		$4.94M Buy
86,874
+9,103
+12% +$525K 0.15% 101
2025
Q4 		$4.47M Buy
77,771
+1,891
+2% +$109K 0.13% 107
2025
Q3 		$4.33M Buy
75,880
+4,398
+6% +$246K 0.13% 112
2025
Q2 		$3.98M Buy
71,482
+2,604
+4% +$145K 0.13% 112
2025
Q1 		$3.88M Buy
68,878
+2,218
+3% +$126K 0.14% 106
2024
Q4 		$3.82M Sell
66,660
-4,701
-7% -$270K 0.13% 111
2024
Q3 		$4.15M Sell
71,361
-774
-1% -$44.6K 0.14% 108
2024
Q2 		$4.1M Sell
72,135
-2,843
-4% -$162K 0.15% 103
2024
Q1 		$4.31M Sell
74,978
-593
-0.8% -$34.2K 0.16% 101
2023
Q4 		$4.38M Buy
75,571
+8,025
+12% +$448K 0.2% 89
2023
Q3 		$3.7M Buy
67,546
+7,911
+13% +$445K 0.2% 94
2023
Q2 		$3.4M Buy
59,635
+10,018
+20% +$571K 0.14% 109
2023
Q1 		$2.85M Buy
49,617
+603
+1% +$34.3K 0.13% 116
2022
Q4 		$2.75M Sell
49,014
-8,850
-15% -$491K 0.13% 122
2022
Q3 		$3.14M Buy
57,864
+11,884
+26% +$673K 0.14% 102
2022
Q2 		$2.6M Buy
45,980
+4,265
+10% +$241K 0.1% 142
2022
Q1 		$2.43M Buy
+41,715
New +$2.51M 0.1% 168
2021
Q4 		– Sell
-5,424
Closed -$337K – 514
2021
Q3 		$337K Buy
+5,424
New +$340K 0.02% 329

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

Freestone Capital Holdings's CMF Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares California Muni Bond ETF (CMF) stake by 33% in Q2 2026, buying an estimated $1.62M and bringing the position to 115,189 shares worth $6.64M. The position accounts for 0.17% of the portfolio, ranked #85.

Freestone Capital Holdings first reported a position in CMF in Q3 2021 and has held it in 19 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Freestone Capital Holdings held 115,189 shares of iShares California Muni Bond ETF worth $6.64M as of Q2 2026.
  • Freestone Capital Holdings bought 28,315 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.62M.
  • iShares California Muni Bond ETF made up 0.17% of Freestone Capital Holdings's portfolio in Q2 2026, its #85 holding.
  • Freestone Capital Holdings first reported a position in iShares California Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.