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

Hamilton Wealth’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 		$305K Buy
5,292
+810
+18% +$46.4K 0.06% 91
2026
Q1 		$255K Sell
4,482
-4,185
-48% -$241K 0.05% 96
2025
Q4 		$498K Sell
8,667
-4
-0% -$230 0.09% 75
2025
Q3 		$495K Sell
8,671
-21,741
-71% -$1.22M 0.1% 68
2025
Q2 		$1.7M Buy
30,412
+1,171
+4% +$65K 0.38% 44
2025
Q1 		$1.65M Buy
29,241
+5,933
+25% +$337K 0.4% 39
2024
Q4 		$1.34M Sell
23,308
-28,162
-55% -$1.62M 0.32% 41
2024
Q3 		$2.99M Sell
51,470
-79,326
-61% -$4.57M 0.73% 35
2024
Q2 		$7.44M Buy
130,796
+101,621
+348% +$5.78M 2% 16
2024
Q1 		$1.68M Buy
29,175
+18,433
+172% +$1.06M 0.52% 41
2023
Q4 		$622K Buy
10,742
+6,713
+167% +$375K 0.2% 53
2023
Q3 		$221K Buy
4,029
+496
+14% +$27.9K 0.08% 85
2023
Q2 		$201K Buy
3,533
+19
+0.5% +$1.08K 0.07% 90
2023
Q1 		$202K Buy
+3,514
New +$200K 0.07% 88

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

Hamilton Wealth's CMF Position: Q2 2026 in Review

Hamilton Wealth increased its iShares California Muni Bond ETF (CMF) stake by 18% in Q2 2026, buying an estimated $46.4K and bringing the position to 5,292 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #91.

Hamilton Wealth first reported a position in CMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.44M in Q2 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Hamilton Wealth held 5,292 shares of iShares California Muni Bond ETF worth $305K as of Q2 2026.
  • Hamilton Wealth bought 810 iShares California Muni Bond ETF shares in Q2 2026, an estimated $46.4K.
  • iShares California Muni Bond ETF made up 0.06% of Hamilton Wealth's portfolio in Q2 2026, its #91 holding.
  • Hamilton Wealth first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Hamilton Wealth's iShares California Muni Bond ETF position peaked at $7.44M in Q2 2024.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.