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Gould Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Gould Asset 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 		$2.54M Buy
44,080
+1,300
+3% +$74.4K 0.4% 33
2026
Q1 		$2.43M Sell
42,780
-2,535
-6% -$146K 0.42% 30
2025
Q4 		$2.6M Buy
45,315
+1,845
+4% +$106K 0.46% 26
2025
Q3 		$2.48M Buy
43,470
+615
+1% +$34.4K 0.46% 26
2025
Q2 		$2.39M Sell
42,855
-6,060
-12% -$336K 0.47% 28
2025
Q1 		$2.75M Buy
48,915
+1,550
+3% +$88.1K 0.57% 25
2024
Q4 		$2.71M Buy
47,365
+4,910
+12% +$282K 0.57% 26
2024
Q3 		$2.47M Buy
42,455
+6,505
+18% +$375K 0.53% 27
2024
Q2 		$2.04M Buy
35,950
+4,430
+14% +$252K 0.47% 29
2024
Q1 		$1.81M Buy
31,520
+4,345
+16% +$251K 0.44% 33
2023
Q4 		$1.57M Buy
27,175
+7,060
+35% +$394K 0.41% 33
2023
Q3 		$1.1M Sell
20,115
-140
-0.7% -$7.88K 0.31% 36
2023
Q2 		$1.15M Sell
20,255
-755
-4% -$43K 0.32% 36
2023
Q1 		$1.21M Sell
21,010
-7,460
-26% -$424K 0.34% 35
2022
Q4 		$1.6M Buy
28,470
+14,835
+109% +$823K 0.48% 31
2022
Q3 		$739K Buy
13,635
+2,125
+18% +$120K 0.25% 45
2022
Q2 		$650K Buy
11,510
+4,165
+57% +$235K 0.21% 56
2022
Q1 		$427K Buy
7,345
+1,830
+33% +$110K 0.12% 84
2021
Q4 		$344K Buy
5,515
+1,145
+26% +$71.1K 0.1% 103
2021
Q3 		$271K Sell
4,370
-265
-6% -$16.6K 0.08% 111
2021
Q2 		$290K Buy
4,635
+1,210
+35% +$75.7K 0.08% 119
2021
Q1 		$213K Buy
+3,425
New +$214K 0.07% 139

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

Gould Asset Management's CMF Position: Q2 2026 in Review

Gould Asset Management increased its iShares California Muni Bond ETF (CMF) stake by 3% in Q2 2026, buying an estimated $74.4K and bringing the position to 44,080 shares worth $2.54M. The position accounts for 0.4% of the portfolio, ranked #33.

Gould Asset Management first reported a position in CMF in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.75M in Q1 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Gould Asset Management held 44,080 shares of iShares California Muni Bond ETF worth $2.54M as of Q2 2026.
  • Gould Asset Management bought 1,300 iShares California Muni Bond ETF shares in Q2 2026, an estimated $74.4K.
  • iShares California Muni Bond ETF made up 0.4% of Gould Asset Management's portfolio in Q2 2026, its #33 holding.
  • Gould Asset Management first reported a position in iShares California Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Gould Asset Management's iShares California Muni Bond ETF position peaked at $2.75M in Q1 2025.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.