HWA
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HCR Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

HCR Wealth Advisors’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 		$1.2M Sell
20,901
-1,160
-5% -$66.4K 0.11% 104
2026
Q1 		$1.25M Buy
22,061
+700
+3% +$40.4K 0.13% 97
2025
Q4 		$1.23M Sell
21,361
-1,542
-7% -$88.5K 0.12% 102
2025
Q3 		$1.3M Sell
22,903
-1,084
-5% -$60.6K 0.14% 93
2025
Q2 		$1.34M Buy
23,987
+241
+1% +$13.4K 0.16% 84
2025
Q1 		$1.34M Buy
23,746
+41
+0.2% +$2.33K 0.17% 80
2024
Q4 		$1.36M Buy
23,705
+353
+2% +$20.3K 0.17% 85
2024
Q3 		$1.36M Buy
23,352
+493
+2% +$28.4K 0.18% 88
2024
Q2 		$1.3M Sell
22,859
-581
-2% -$33.1K 0.19% 80
2024
Q1 		$1.35M Sell
23,440
-1,376
-6% -$79.4K 0.2% 74
2023
Q4 		$1.44M Buy
24,816
+4,468
+22% +$249K 0.23% 71
2023
Q3 		$1.12M Sell
20,348
-3,026
-13% -$170K 0.24% 72
2023
Q2 		$1.33M Sell
23,374
-450
-2% -$25.6K 0.25% 73
2023
Q1 		$1.37M Buy
23,824
+555
+2% +$31.6K 0.27% 73
2022
Q4 		$1.31M Buy
23,269
+775
+3% +$43K 0.27% 73
2022
Q3 		$1.22M Sell
22,494
-180
-0.8% -$10.2K 0.26% 75
2022
Q2 		$1.28M Sell
22,674
-2,017
-8% -$114K 0.26% 73
2022
Q1 		$1.44M Buy
24,691
+1,450
+6% +$87.3K 0.23% 73
2021
Q4 		$1.45M Sell
23,241
-1,131
-5% -$70.3K 0.22% 85
2021
Q3 		$1.51M Sell
24,372
-357
-1% -$22.4K 0.25% 85
2021
Q2 		$1.55M Sell
24,729
-1,267
-5% -$79.2K 0.27% 79
2021
Q1 		$1.61M Buy
25,996
+1,558
+6% +$97.4K 0.32% 70
2020
Q4 		$1.53M Buy
24,438
+1,378
+6% +$86K 0.32% 64
2020
Q3 		$1.44M Buy
23,060
+2,634
+13% +$165K 0.33% 60
2020
Q2 		$1.27M Buy
20,426
+728
+4% +$44.6K 0.3% 60
2020
Q1 		$1.19M Sell
19,698
-91
-0.5% -$5.57K 0.34% 54
2019
Q4 		$1.21M Buy
19,789
+3,159
+19% +$193K 0.29% 66
2019
Q3 		$1.02M Buy
16,630
+400
+2% +$24.5K 0.34% 64
2019
Q2 		$984K Sell
16,230
-2,000
-11% -$120K 0.28% 67
2019
Q1 		$1.09M Buy
18,230
+190
+1% +$11.2K 0.31% 68
2018
Q4 		$1.05M Sell
18,040
-770
-4% -$44.3K 0.34% 62
2018
Q3 		$1.08M Buy
18,810
+530
+3% +$31K 0.35% 66
2018
Q2 		$1.07M Hold
18,280
– – 0.35% 70
2018
Q1 		$1.07M Sell
18,280
-700
-4% -$40.9K 0.37% 65
2017
Q4 		$1.12M Sell
18,980
-500
-3% -$29.6K 0.39% 60
2017
Q3 		$1.15M Buy
19,480
+170
+0.9% +$10.1K 0.49% 50
2017
Q2 		$1.14M Sell
19,310
-400
-2% -$23.5K 0.56% 43
2017
Q1 		$1.15M Sell
19,710
-600
-3% -$34.7K 0.59% 39
2016
Q4 		$1.17M Buy
+20,310
New +$1.19M 0.62% 39

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

HCR Wealth Advisors's CMF Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 5.3% in Q2 2026, selling an estimated $66.4K and leaving 20,901 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #104.

HCR Wealth Advisors first reported a position in CMF in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.61M in Q1 2021. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • HCR Wealth Advisors held 20,901 shares of iShares California Muni Bond ETF worth $1.2M as of Q2 2026.
  • HCR Wealth Advisors sold 1,160 iShares California Muni Bond ETF shares in Q2 2026, an estimated $66.4K.
  • iShares California Muni Bond ETF made up 0.11% of HCR Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • HCR Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's iShares California Muni Bond ETF position peaked at $1.61M in Q1 2021.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.