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IEQ Capital’s iShares California Muni Bond ETF CMF Stock Holding History

IEQ Capital’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 		$1.15M Sell
19,886
-13,656
-41% -$782K 0.01% 1050
2026
Q1 		$1.91M Buy
33,542
+41
+0.1% +$2.37K 0.01% 785
2025
Q4 		$1.92M Buy
33,501
+7,600
+29% +$436K 0.01% 808
2025
Q3 		$1.48M Buy
25,901
+3,993
+18% +$223K ﹤0.01% 866
2025
Q2 		$1.22M Buy
21,908
+63
+0.3% +$3.5K 0.01% 792
2025
Q1 		$1.23M Buy
21,845
+13,771
+171% +$783K 0.01% 701
2024
Q4 		$462K Sell
8,074
-45
-0.6% -$2.59K ﹤0.01% 874
2024
Q3 		$472K Buy
8,119
+55
+0.7% +$3.17K 0.01% 774
2024
Q2 		$459K Buy
8,064
+56
+0.7% +$3.19K 0.01% 686
2024
Q1 		$461K Buy
8,008
+35
+0.4% +$2.02K 0.01% 647
2023
Q4 		$462K Buy
7,973
+67
+0.8% +$3.74K 0.01% 604
2023
Q3 		$434K Sell
7,906
-57
-0.7% -$3.21K 0.01% 611
2023
Q2 		$453K Buy
+7,963
New +$454K 0.01% 569
2020
Q1 		– Sell
-6,921
Closed -$424K – 383
2019
Q4 		$424K Buy
+6,921
New +$423K 0.04% 243

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

IEQ Capital's CMF Position: Q2 2026 in Review

IEQ Capital reduced its iShares California Muni Bond ETF (CMF) stake by 41% in Q2 2026, selling an estimated $782K and leaving 19,886 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1050.

IEQ Capital first reported a position in CMF in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • IEQ Capital held 19,886 shares of iShares California Muni Bond ETF worth $1.15M as of Q2 2026.
  • IEQ Capital sold 13,656 iShares California Muni Bond ETF shares in Q2 2026, an estimated $782K.
  • iShares California Muni Bond ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1050 holding.
  • IEQ Capital first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • IEQ Capital's iShares California Muni Bond ETF position peaked at $1.92M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.