Gerber Kawasaki Wealth & Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$5.76M	Buy	99,938 +16,432	+20%	+$941K	0.15%	85
2026 Q1	$4.75M	Buy	83,506 +42,392	+103%	+$2.45M	0.15%	84
2025 Q4	$2.36M	Sell	41,114 -8,828	-18%	-$507K	0.08%	107
2025 Q3	$2.85M	Buy	49,942 +27,251	+120%	+$1.52M	0.1%	97
2025 Q2	$1.26M	Buy	22,691 +2,528	+13%	+$140K	0.05%	135
2025 Q1	$1.13M	Buy	20,163 +6,135	+44%	+$349K	0.05%	130
2024 Q4	$804K	Buy	14,028 +4,113	+41%	+$237K	0.03%	150
2024 Q3	$576K	Buy	9,915 +67	+0.7%	+$3.86K	0.03%	173
2024 Q2	$560K	Buy	9,848 +5,974	+154%	+$340K	0.03%	164
2024 Q1	$223K	Buy	+3,874	New	+$224K	0.01%	256
2021 Q4	–	Sell	-2	Closed	-$2K	–	435
2021 Q3	$2K	Buy	+2	New	+$125	﹤0.01%	879
2019 Q2	–	Sell	-9,795	Closed	-$583K	–	120
2019 Q1	$583K	Buy	+9,795	New	+$575K	0.17%	67

Other funds holding CMF

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CMF Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares California Muni Bond ETF (CMF) stake by 20% in Q2 2026, buying an estimated $941K and bringing the position to 99,938 shares worth $5.76M. The position accounts for 0.15% of the portfolio, ranked #85.

Gerber Kawasaki Wealth & Investment Management first reported a position in CMF in Q1 2019 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 99,938 shares of iShares California Muni Bond ETF worth $5.76M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 16,432 iShares California Muni Bond ETF shares in Q2 2026, an estimated $941K.
iShares California Muni Bond ETF made up 0.15% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #85 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares California Muni Bond ETF in Q1 2019 and has held it in 12 quarters since.
256 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.