Independent Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Independent Financial Group’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	$492K	Sell	8,531 -2,766	-24%	-$158K	0.01%	1002
2026 Q1	$642K	Sell	11,297 -6,203	-35%	-$358K	0.01%	808
2025 Q4	$1.01M	Buy	17,500 +760	+5%	+$43.6K	0.02%	614
2025 Q3	$955K	Buy	+16,740	New	+$937K	0.02%	612
2022 Q3	–	Sell	-4,617	Closed	-$261K	–	751
2022 Q2	$261K	Sell	4,617 -171	-4%	-$9.66K	0.03%	544
2022 Q1	$279K	Buy	4,788 +11	+0.2%	+$662	0.02%	626
2021 Q4	$298K	Sell	4,777 -75	-2%	-$4.66K	0.02%	596
2021 Q3	$301K	Sell	4,852 -1,160	-19%	-$72.7K	0.03%	524
2021 Q2	$376K	Buy	6,012 +311	+5%	+$19.4K	0.04%	456
2021 Q1	$354K	Buy	5,701 +390	+7%	+$24.4K	0.05%	423
2020 Q4	$334K	Sell	5,311 -27	-0.5%	-$1.69K	0.05%	400
2020 Q3	$333K	Buy	+5,338	New	+$334K	0.06%	330

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Independent Financial Group's CMF Position: Q2 2026 in Review

Independent Financial Group reduced its iShares California Muni Bond ETF (CMF) stake by 24% in Q2 2026, selling an estimated $158K and leaving 8,531 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #1002.

Independent Financial Group first reported a position in CMF in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Independent Financial Group held 8,531 shares of iShares California Muni Bond ETF worth $492K as of Q2 2026.
Independent Financial Group sold 2,766 iShares California Muni Bond ETF shares in Q2 2026, an estimated $158K.
iShares California Muni Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1002 holding.
Independent Financial Group first reported a position in iShares California Muni Bond ETF in Q3 2020 and has held it in 12 quarters since.
Independent Financial Group's iShares California Muni Bond ETF position peaked at $1.01M in Q4 2025.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.