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IFC Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

IFC Advisors’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 		$1.27M Buy
22,093
+4,224
+24% +$242K 0.16% 81
2026
Q1 		$1.02M Sell
17,869
-1,282
-7% -$74K 0.15% 80
2025
Q4 		$1.1M Sell
19,151
-4,243
-18% -$244K 0.16% 83
2025
Q3 		$1.33M Sell
23,394
-775
-3% -$43.4K 0.24% 79
2025
Q2 		$1.35M Buy
24,169
+941
+4% +$52.2K 0.25% 78
2025
Q1 		$1.31M Buy
23,228
+579
+3% +$32.9K 0.27% 76
2024
Q4 		$1.3M Buy
+22,649
New +$1.3M 0.28% 71

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

IFC Advisors's CMF Position: Q2 2026 in Review

IFC Advisors increased its iShares California Muni Bond ETF (CMF) stake by 24% in Q2 2026, buying an estimated $242K and bringing the position to 22,093 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #81.

IFC Advisors first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • IFC Advisors held 22,093 shares of iShares California Muni Bond ETF worth $1.27M as of Q2 2026.
  • IFC Advisors bought 4,224 iShares California Muni Bond ETF shares in Q2 2026, an estimated $242K.
  • iShares California Muni Bond ETF made up 0.16% of IFC Advisors's portfolio in Q2 2026, its #81 holding.
  • IFC Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's iShares California Muni Bond ETF position peaked at $1.35M in Q2 2025.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.