Horizon Investments’s iShares California Muni Bond ETF CMF Stock Holding History

Horizon Investments’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	$2.52K	Sell	44 -44	-50%	-$2.52K	﹤0.01%	1255
2026 Q1	$4.98K	Buy	88 +45	+105%	+$2.6K	﹤0.01%	1230
2025 Q4	$2.47K	Hold	43	–	–	﹤0.01%	1200
2025 Q3	$2.44K	Hold	43	–	–	﹤0.01%	1084
2025 Q2	$2.38K	Hold	43	–	–	﹤0.01%	1021
2025 Q1	$2.41K	Buy	43 +1	+2%	+$57	﹤0.01%	713
2024 Q4	$2.4K	Buy	+42	New	+$2.42K	﹤0.01%	714

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

Horizon Investments's CMF Position: Q2 2026 in Review

Horizon Investments reduced its iShares California Muni Bond ETF (CMF) stake by 50% in Q2 2026, selling an estimated $2.52K and leaving 44 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Horizon Investments first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.98K in Q1 2026. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Horizon Investments held 44 shares of iShares California Muni Bond ETF worth $2.52K as of Q2 2026.
Horizon Investments sold 44 iShares California Muni Bond ETF shares in Q2 2026, an estimated $2.52K.
iShares California Muni Bond ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1255 holding.
Horizon Investments first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Horizon Investments's iShares California Muni Bond ETF position peaked at $4.98K in Q1 2026.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.