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 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 $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments's CMF Position: Q1 2026 in Review

Horizon Investments increased its iShares California Muni Bond ETF (CMF) stake by 105% in Q1 2026, buying an estimated $2.6K and bringing the position to 88 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Horizon Investments first reported a position in CMF in Q4 2024 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Horizon Investments held 88 shares of iShares California Muni Bond ETF worth $4.98K as of Q1 2026.
Horizon Investments bought 45 iShares California Muni Bond ETF shares in Q1 2026, an estimated $2.6K.
iShares California Muni Bond ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1230 holding.
Horizon Investments first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.