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Impact Investors’s iShares California Muni Bond ETF CMF Stock Holding History

Impact Investors’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
22,060
+1,995
+10% +$114K 0.93% 23
2026
Q1 		$1.14M Buy
20,065
+3,893
+24% +$225K 0.79% 27
2025
Q4 		$929K Buy
16,172
+3
+0% +$172 0.64% 38
2025
Q3 		$922K Buy
+16,169
New +$905K 0.61% 39

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

Impact Investors's CMF Position: Q2 2026 in Review

Impact Investors increased its iShares California Muni Bond ETF (CMF) stake by 9.9% in Q2 2026, buying an estimated $114K and bringing the position to 22,060 shares worth $1.27M. The position accounts for 0.93% of the portfolio, ranked #23.

Impact Investors first reported a position in CMF in Q3 2025 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Impact Investors held 22,060 shares of iShares California Muni Bond ETF worth $1.27M as of Q2 2026.
  • Impact Investors bought 1,995 iShares California Muni Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares California Muni Bond ETF made up 0.93% of Impact Investors's portfolio in Q2 2026, its #23 holding.
  • Impact Investors first reported a position in iShares California Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.