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Harper Investing’s iShares California Muni Bond ETF CMF Stock Holding History

Harper Investing’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 		$368K Buy
+6,380
New +$365K 0.12% 71

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Harper Investing's CMF Position: Q2 2026 in Review

Harper Investing opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 6,380 shares worth $368K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings.

134 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Harper Investing held 6,380 shares of iShares California Muni Bond ETF worth $368K as of Q2 2026.
  • iShares California Muni Bond ETF was a new Harper Investing position in Q2 2026.
  • iShares California Muni Bond ETF made up 0.12% of Harper Investing's portfolio in Q2 2026, its #71 holding.
  • 134 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.