GC
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Garde Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Garde Capital’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 		$6.73M Sell
116,793
-1,308
-1% -$74.9K 0.3% 47
2026
Q1 		$6.72M Buy
+118,101
New +$6.81M 0.4% 38
2025
Q4 		– Sell
-119,008
Closed -$6.79M – 219
2025
Q3 		$6.79M Hold
119,008
– – 0.33% 49
2025
Q2 		$6.63M Sell
119,008
-3,331
-3% -$185K 0.35% 49
2025
Q1 		$6.89M Buy
+122,339
New +$6.95M 0.39% 43
2020
Q3 		– Sell
-26,910
Closed -$1.67M – 174
2020
Q2 		$1.67M Sell
26,910
-220
-0.8% -$13.5K 0.24% 46
2020
Q1 		$1.64M Sell
27,130
-4,246
-14% -$260K 0.29% 43
2019
Q4 		$1.92M Buy
31,376
+6,728
+27% +$412K 0.28% 43
2019
Q3 		$1.51M Sell
24,648
-549
-2% -$33.6K 0.24% 49
2019
Q2 		$1.53M Sell
25,197
-1,166
-4% -$70K 0.25% 47
2019
Q1 		$1.57M Sell
26,363
-30
-0.1% -$1.76K 0.27% 45
2018
Q4 		$1.54M Hold
26,393
– – 0.27% 50
2018
Q3 		$1.51M Sell
26,393
-345
-1% -$20.2K 0.25% 50
2018
Q2 		$1.56M Buy
26,738
+1,092
+4% +$63.6K 0.27% 47
2018
Q1 		$1.5M Hold
25,646
– – 0.27% 46
2017
Q4 		$1.52M Sell
25,646
-254
-1% -$15K 0.29% 45
2017
Q3 		$1.53M Buy
25,900
+792
+3% +$47K 0.3% 42
2017
Q2 		$1.48M Sell
25,108
-1,076
-4% -$63.2K 0.37% 34
2017
Q1 		$1.52M Buy
26,184
+4,620
+21% +$267K 0.41% 32
2016
Q4 		$1.25M Buy
21,564
+5,082
+31% +$297K 0.36% 36
2016
Q3 		$967K Sell
16,482
-3,206
-16% -$194K 0.31% 58
2016
Q2 		$1.2M Buy
19,688
+2,614
+15% +$158K 0.39% 34
2016
Q1 		$1.02M Buy
17,074
+592
+4% +$35.2K 0.34% 38
2015
Q4 		$974K Hold
16,482
– – 0.34% 40
2015
Q3 		$967K Sell
16,482
-884
-5% -$51.4K 0.31% 58
2015
Q2 		$1M Sell
17,366
-680
-4% -$39.6K 0.3% 66
2015
Q1 		$1.07M Buy
18,046
+126
+0.7% +$7.45K 0.32% 65
2014
Q4 		$1.05M Hold
17,920
– – 0.32% 61
2014
Q3 		$1.05M Buy
17,920
+428
+2% +$24.8K 0.41% 46
2014
Q2 		$1.01M Buy
+17,492
New +$1M 0.4% 46

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

Garde Capital's CMF Position: Q2 2026 in Review

Garde Capital reduced its iShares California Muni Bond ETF (CMF) stake by 1.1% in Q2 2026, selling an estimated $74.9K and leaving 116,793 shares worth $6.73M. The position accounts for 0.3% of the portfolio, ranked #47.

Garde Capital first reported a position in CMF in Q2 2014 and has held it in 30 quarters since. The position peaked at $6.89M in Q1 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Garde Capital held 116,793 shares of iShares California Muni Bond ETF worth $6.73M as of Q2 2026.
  • Garde Capital sold 1,308 iShares California Muni Bond ETF shares in Q2 2026, an estimated $74.9K.
  • iShares California Muni Bond ETF made up 0.3% of Garde Capital's portfolio in Q2 2026, its #47 holding.
  • Garde Capital first reported a position in iShares California Muni Bond ETF in Q2 2014 and has held it in 30 quarters since.
  • Garde Capital's iShares California Muni Bond ETF position peaked at $6.89M in Q1 2025.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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