HIF
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Hill Island Financial’s iShares California Muni Bond ETF CMF Stock Holding History

Hill Island Financial’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
Q1 		$384K Hold
6,760
– – 0.09% 55
2025
Q4 		$388K Buy
6,760
+1,139
+20% +$65.4K 0.09% 55
2025
Q3 		$321K Buy
+5,621
New +$314K 0.08% 58

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hill Island Financial's CMF Position: Q1 2026 in Review

Hill Island Financial held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 6,760 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #55.

Hill Island Financial first reported a position in CMF in Q3 2025 and has held it in 3 quarters since. The position peaked at $388K in Q4 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Hill Island Financial held 6,760 shares of iShares California Muni Bond ETF worth $384K as of Q1 2026.
  • Hill Island Financial left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
  • iShares California Muni Bond ETF made up 0.09% of Hill Island Financial's portfolio in Q1 2026, its #55 holding.
  • Hill Island Financial first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Hill Island Financial's iShares California Muni Bond ETF position peaked at $388K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.