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Guggenheim Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Guggenheim Capital’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 		$27.5M Buy
477,670
+81,660
+21% +$4.68M 0.17% 112
2026
Q1 		$22.5M Buy
396,010
+103,351
+35% +$5.96M 0.17% 115
2025
Q4 		$16.8M Buy
292,659
+103,048
+54% +$5.92M 0.12% 163
2025
Q3 		$10.8M Buy
189,611
+68,329
+56% +$3.82M 0.08% 257
2025
Q2 		$6.76M Buy
121,282
+48,038
+66% +$2.67M 0.05% 345
2025
Q1 		$4.12M Buy
73,244
+23,639
+48% +$1.34M 0.04% 471
2024
Q4 		$2.84M Buy
49,605
+35,366
+248% +$2.03M 0.02% 554
2024
Q3 		$827K Buy
+14,239
New +$820K 0.01% 1179

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

Guggenheim Capital's CMF Position: Q2 2026 in Review

Guggenheim Capital increased its iShares California Muni Bond ETF (CMF) stake by 21% in Q2 2026, buying an estimated $4.68M and bringing the position to 477,670 shares worth $27.5M. The position accounts for 0.17% of the portfolio, ranked #112.

Guggenheim Capital first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Guggenheim Capital held 477,670 shares of iShares California Muni Bond ETF worth $27.5M as of Q2 2026.
  • Guggenheim Capital bought 81,660 iShares California Muni Bond ETF shares in Q2 2026, an estimated $4.68M.
  • iShares California Muni Bond ETF made up 0.17% of Guggenheim Capital's portfolio in Q2 2026, its #112 holding.
  • Guggenheim Capital first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.