HIP
CMF icon

HUB Investment Partners’s iShares California Muni Bond ETF CMF Stock Holding History

HUB Investment Partners’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 		$846K Buy
14,682
+3,168
+28% +$181K 0.02% 497
2026
Q1 		$655K Buy
+11,514
New +$664K 0.02% 465

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 $4.94B AUM 25.15% 1-Year Est. Return

HUB Investment Partners's CMF Position: Q2 2026 in Review

HUB Investment Partners increased its iShares California Muni Bond ETF (CMF) stake by 28% in Q2 2026, buying an estimated $181K and bringing the position to 14,682 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #497.

HUB Investment Partners first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • HUB Investment Partners held 14,682 shares of iShares California Muni Bond ETF worth $846K as of Q2 2026.
  • HUB Investment Partners bought 3,168 iShares California Muni Bond ETF shares in Q2 2026, an estimated $181K.
  • iShares California Muni Bond ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #497 holding.
  • HUB Investment Partners first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.