IMPACTfolio’s iShares California Muni Bond ETF CMF Stock Holding History

IMPACTfolio’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	$333K	Buy	6,159 +354	+6%	+$19.9K	0.12%	29
2026 Q2	$335K	Buy	5,805 +140	+2%	+$8.02K	0.13%	30
2026 Q1	$322K	Buy	5,665 +653	+13%	+$37.7K	0.14%	27
2025 Q4	$288K	Buy	5,012 +40	+0.8%	+$2.3K	0.12%	26
2025 Q3	$284K	Buy	4,972 +43	+0.9%	+$2.41K	0.12%	30
2025 Q2	$275K	Hold	4,929	–	–	0.13%	25
2025 Q1	$277K	Buy	4,929 +38	+0.8%	+$2.16K	0.15%	26
2024 Q4	$280K	Buy	4,891 +270	+6%	+$15.5K	0.15%	28
2024 Q3	$269K	Buy	4,621 +592	+15%	+$34.1K	0.14%	27
2024 Q2	$229K	Buy	+4,029	New	+$229K	0.13%	28
2023 Q4	–	Sell	-14,916	Closed	-$818K	–	51
2023 Q3	$818K	Buy	+14,916	New	+$839K	0.59%	16
2022 Q2	–	Sell	-16,355	Closed	-$952K	–	48
2022 Q1	$952K	Buy	16,355 +8,076	+98%	+$486K	0.71%	16
2021 Q4	$516K	Buy	+8,279	New	+$514K	0.45%	21

Other funds holding CMF

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

IMPACTfolio's CMF Position: Q3 2026 in Review

IMPACTfolio increased its iShares California Muni Bond ETF (CMF) stake by 6.1% in Q3 2026, buying an estimated $19.9K and bringing the position to 6,159 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #29.

IMPACTfolio first reported a position in CMF in Q4 2021 and has held it in 13 quarters since. The position peaked at $952K in Q1 2022. 144 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

IMPACTfolio held 6,159 shares of iShares California Muni Bond ETF worth $333K as of Q3 2026.
IMPACTfolio bought 354 iShares California Muni Bond ETF shares in Q3 2026, an estimated $19.9K.
iShares California Muni Bond ETF made up 0.12% of IMPACTfolio's portfolio in Q3 2026, its #29 holding.
IMPACTfolio first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 13 quarters since.
IMPACTfolio's iShares California Muni Bond ETF position peaked at $952K in Q1 2022.
144 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.