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Gerald Baker Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Gerald Baker Financial Group’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 		$220K Buy
3,820
+27
+0.7% +$1.55K 0.06% 122
2026
Q1 		$216K Buy
+3,793
New +$219K 0.07% 109

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

Gerald Baker Financial Group's CMF Position: Q2 2026 in Review

Gerald Baker Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 0.71% in Q2 2026, buying an estimated $1.55K and bringing the position to 3,820 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #122.

Gerald Baker Financial Group first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Gerald Baker Financial Group held 3,820 shares of iShares California Muni Bond ETF worth $220K as of Q2 2026.
  • Gerald Baker Financial Group bought 27 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.55K.
  • iShares California Muni Bond ETF made up 0.06% of Gerald Baker Financial Group's portfolio in Q2 2026, its #122 holding.
  • Gerald Baker Financial Group first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.