IEQ Capital
CMF icon

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
Q3 		$1.86M Buy
34,429
+14,543
+73% +$818K 0.01% 836
2026
Q2 		$1.15M Sell
19,886
-13,656
-41% -$782K 0.01% 1050
2026
Q1 		$1.91M Buy
33,542
+41
+0.1% +$2.36K 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

IEQ Capital's CMF Position: Q3 2026 in Review

IEQ Capital increased its iShares California Muni Bond ETF (CMF) stake by 73% in Q3 2026, buying an estimated $818K and bringing the position to 34,429 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #836.

IEQ Capital first reported a position in CMF in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.92M in Q4 2025. 320 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • IEQ Capital held 34,429 shares of iShares California Muni Bond ETF worth $1.86M as of Q3 2026.
  • IEQ Capital bought 14,543 iShares California Muni Bond ETF shares in Q3 2026, an estimated $818K.
  • iShares California Muni Bond ETF made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #836 holding.
  • IEQ Capital first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • IEQ Capital's iShares California Muni Bond ETF position peaked at $1.92M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.