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Instrumental Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Instrumental Wealth’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 		$938K Buy
16,276
+2,662
+20% +$152K 0.48% 25
2026
Q1 		$774K Buy
13,614
+33
+0.2% +$1.9K 0.48% 24
2025
Q4 		$793K Buy
13,581
+463
+4% +$26.6K 0.48% 23
2025
Q3 		$754K Buy
13,118
+182
+1% +$10.2K 0.53% 24
2025
Q2 		$717K Buy
12,936
+330
+3% +$18.3K 0.57% 21
2025
Q1 		$698K Buy
12,606
+1,091
+9% +$62K 0.63% 20
2024
Q4 		$658K Buy
11,515
+561
+5% +$32.3K 0.62% 19
2024
Q3 		$630K Buy
+10,954
New +$631K 0.61% 19

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

Instrumental Wealth's CMF Position: Q2 2026 in Review

Instrumental Wealth increased its iShares California Muni Bond ETF (CMF) stake by 20% in Q2 2026, buying an estimated $152K and bringing the position to 16,276 shares worth $938K. The position accounts for 0.48% of the portfolio, ranked #25.

Instrumental Wealth first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Instrumental Wealth held 16,276 shares of iShares California Muni Bond ETF worth $938K as of Q2 2026.
  • Instrumental Wealth bought 2,662 iShares California Muni Bond ETF shares in Q2 2026, an estimated $152K.
  • iShares California Muni Bond ETF made up 0.48% of Instrumental Wealth's portfolio in Q2 2026, its #25 holding.
  • Instrumental Wealth first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.