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Harbour Investments’s iShares California Muni Bond ETF CMF Stock Holding History

Harbour Investments’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
2025
Q2 		– Sell
-61
Closed -$3.42K – 3626
2025
Q1 		$3.42K Hold
61
– – ﹤0.01% 2950
2024
Q4 		$3.48K Hold
61
– – ﹤0.01% 2865
2024
Q3 		$3.53K Hold
61
– – ﹤0.01% 2742
2024
Q2 		$3.45K Hold
61
– – ﹤0.01% 2648
2024
Q1 		$3.49K Hold
61
– – ﹤0.01% 2617
2023
Q4 		$3.52K Hold
61
– – ﹤0.01% 2536
2023
Q3 		$3.33K Buy
61
+1
+2% +$56 ﹤0.01% 2409
2023
Q2 		$3.44K Hold
60
– – ﹤0.01% 2390
2023
Q1 		$3.46K Hold
60
– – ﹤0.01% 2413
2022
Q4 		$3.37K Buy
+60
New +$3.33K ﹤0.01% 2368

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments's CMF Position: Q2 2025 in Review

Harbour Investments sold out of iShares California Muni Bond ETF (CMF) in Q2 2025, closing a stake of 61 shares — an estimated $3.42K sold.

Harbour Investments first reported a position in CMF in Q4 2022 and held it in 10 quarters. The position peaked at $3.53K in Q3 2024. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

  • Harbour Investments reported no remaining iShares California Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Harbour Investments sold 61 iShares California Muni Bond ETF shares in Q2 2025, an estimated $3.42K.
  • Harbour Investments first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 10 quarters.
  • Harbour Investments's iShares California Muni Bond ETF position peaked at $3.53K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.