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

HB Wealth Management’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	$291K	Buy	5,053 +562	+13%	+$32.2K	﹤0.01%	1389
2026 Q1	$255K	Hold	4,491	–	–	﹤0.01%	1314
2025 Q4	$258K	Hold	4,491	–	–	﹤0.01%	1215
2025 Q3	$256K	Hold	4,491	–	–	﹤0.01%	1145
2025 Q2	$250K	Hold	4,491	–	–	﹤0.01%	1016
2025 Q1	$253K	Hold	4,491	–	–	﹤0.01%	1037
2024 Q4	$257K	Buy	4,491 +876	+24%	+$50.4K	﹤0.01%	873
2024 Q3	$210K	Hold	3,615	–	–	﹤0.01%	874
2024 Q2	$206K	Hold	3,615	–	–	﹤0.01%	842
2024 Q1	$208K	Hold	3,615	–	–	﹤0.01%	788
2023 Q4	$209K	Sell	3,615 -3,469	-49%	-$194K	﹤0.01%	730
2023 Q3	$388K	Hold	7,084	–	–	0.01%	502
2023 Q2	$403K	Hold	7,084	–	–	0.01%	470
2023 Q1	$407K	Hold	7,084	–	–	0.01%	464
2022 Q4	$397K	Hold	7,084	–	–	0.01%	448
2022 Q3	$384K	Hold	7,084	–	–	0.01%	389
2022 Q2	$400K	Hold	7,084	–	–	0.01%	382
2022 Q1	$412K	Buy	+7,084	New	+$426K	0.01%	379

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

HB Wealth Management's CMF Position: Q2 2026 in Review

HB Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 13% in Q2 2026, buying an estimated $32.2K and bringing the position to 5,053 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

HB Wealth Management first reported a position in CMF in Q1 2022 and has held it in 18 quarters since. The position peaked at $412K in Q1 2022. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

HB Wealth Management held 5,053 shares of iShares California Muni Bond ETF worth $291K as of Q2 2026.
HB Wealth Management bought 562 iShares California Muni Bond ETF shares in Q2 2026, an estimated $32.2K.
iShares California Muni Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1389 holding.
HB Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
HB Wealth Management's iShares California Muni Bond ETF position peaked at $412K in Q1 2022.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.