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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
Q2 		– Sell
-6,760
Closed -$384K – 94
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 $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

Hill Island Financial's CMF Position: Q2 2026 in Review

Hill Island Financial sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 6,760 shares — an estimated $384K sold.

Hill Island Financial first reported a position in CMF in Q3 2025 and held it in 3 quarters. The position peaked at $388K in Q4 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Hill Island Financial reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Hill Island Financial sold 6,760 iShares California Muni Bond ETF shares in Q2 2026, an estimated $384K.
  • Hill Island Financial first reported a position in iShares California Muni Bond ETF in Q3 2025 and held it in 3 quarters.
  • Hill Island Financial's iShares California Muni Bond ETF position peaked at $388K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.