Greykasell Wealth Strategies’s iShares California Muni Bond ETF CMF Stock Holding History

Greykasell Wealth Strategies’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	$878K	Hold	15,232	–	–	0.32%	69
2026 Q1	$866K	Hold	15,232	–	–	0.35%	69
2025 Q4	$875K	Hold	15,232	–	–	0.35%	69
2025 Q3	$869K	Buy	15,232 +611	+4%	+$34.2K	0.37%	68
2025 Q2	$815K	Buy	14,621 +213	+1%	+$11.8K	0.39%	67
2025 Q1	$811K	Buy	14,408 +1,746	+14%	+$99.2K	0.43%	64
2024 Q4	$725K	Buy	+12,662	New	+$728K	0.4%	69

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

Greykasell Wealth Strategies's CMF Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 15,232 shares worth $878K. The position accounts for 0.32% of the portfolio, ranked #69.

Greykasell Wealth Strategies first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Greykasell Wealth Strategies held 15,232 shares of iShares California Muni Bond ETF worth $878K as of Q2 2026.
Greykasell Wealth Strategies left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.32% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #69 holding.
Greykasell Wealth Strategies first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.