GI
CMF icon

GAMMA Investing’s iShares California Muni Bond ETF CMF Stock Holding History

GAMMA Investing’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 		$55.2K Sell
957
-10,149
-91% -$581K ﹤0.01% 2232
2026
Q1 		$631K Buy
11,106
+5,956
+116% +$344K 0.03% 488
2025
Q4 		$296K Buy
5,150
+211
+4% +$12.1K 0.01% 774
2025
Q3 		$282K Buy
4,939
+1,248
+34% +$69.8K 0.02% 755
2025
Q2 		$206K Sell
3,691
-4,670
-56% -$259K 0.01% 900
2025
Q1 		$471K Buy
8,361
+1,468
+21% +$83.4K 0.04% 445
2024
Q4 		$395K Buy
6,893
+1,519
+28% +$87.3K 0.03% 444
2024
Q3 		$312K Buy
5,374
+4,584
+580% +$264K 0.03% 454
2024
Q2 		$44.9K Hold
790
– – 0.01% 1274
2024
Q1 		$45.5K Buy
790
+193
+32% +$11.1K 0.01% 1107
2023
Q4 		$34.6K Buy
+597
New +$33.3K 0.01% 1135

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
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
AC
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

GAMMA Investing's CMF Position: Q2 2026 in Review

GAMMA Investing reduced its iShares California Muni Bond ETF (CMF) stake by 91% in Q2 2026, selling an estimated $581K and leaving 957 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

GAMMA Investing first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $631K in Q1 2026. 89 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • GAMMA Investing held 957 shares of iShares California Muni Bond ETF worth $55.2K as of Q2 2026.
  • GAMMA Investing sold 10,149 iShares California Muni Bond ETF shares in Q2 2026, an estimated $581K.
  • iShares California Muni Bond ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2232 holding.
  • GAMMA Investing first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's iShares California Muni Bond ETF position peaked at $631K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.