Harper Investing
CMF icon

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
Q3 		$346K Buy
6,402
+22
+0.3% +$1.24K 0.11% 73
2026
Q2 		$368K Buy
+6,380
New +$365K 0.12% 71

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West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Harper Investing's CMF Position: Q3 2026 in Review

Harper Investing increased its iShares California Muni Bond ETF (CMF) stake by 0.34% in Q3 2026, buying an estimated $1.24K and bringing the position to 6,402 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #73.

Harper Investing first reported a position in CMF in Q2 2026 and has held it in 2 quarters since. The position peaked at $368K in Q2 2026. 143 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Harper Investing held 6,402 shares of iShares California Muni Bond ETF worth $346K as of Q3 2026.
  • Harper Investing bought 22 iShares California Muni Bond ETF shares in Q3 2026, an estimated $1.24K.
  • iShares California Muni Bond ETF made up 0.11% of Harper Investing's portfolio in Q3 2026, its #73 holding.
  • Harper Investing first reported a position in iShares California Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Harper Investing's iShares California Muni Bond ETF position peaked at $368K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.