GC Wealth Management RIA’s iShares California Muni Bond ETF CMF Stock Holding History

GC Wealth Management RIA’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	$844K	Buy	14,650 +2,571	+21%	+$147K	0.05%	255
2026 Q1	$687K	Buy	12,079 +1,100	+10%	+$63.5K	0.03%	299
2025 Q4	$631K	Sell	10,979 -12,188	-53%	-$700K	0.02%	317
2025 Q3	$1.32M	Buy	23,167 +9,761	+73%	+$546K	0.04%	271
2025 Q2	$747K	Buy	+13,406	New	+$744K	0.06%	249

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

GC Wealth Management RIA's CMF Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares California Muni Bond ETF (CMF) stake by 21% in Q2 2026, buying an estimated $147K and bringing the position to 14,650 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #255.

GC Wealth Management RIA first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

GC Wealth Management RIA held 14,650 shares of iShares California Muni Bond ETF worth $844K as of Q2 2026.
GC Wealth Management RIA bought 2,571 iShares California Muni Bond ETF shares in Q2 2026, an estimated $147K.
iShares California Muni Bond ETF made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #255 holding.
GC Wealth Management RIA first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's iShares California Muni Bond ETF position peaked at $1.32M in Q3 2025.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.