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International Assets Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

International Assets Investment Management’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 		$92.4K Sell
1,606
-770
-32% -$44.1K 0.01% 1118
2026
Q1 		$135K Hold
2,376
– – 0.01% 928
2025
Q4 		$137K Buy
+2,376
New +$136K 0.01% 928

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

International Assets Investment Management's CMF Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares California Muni Bond ETF (CMF) stake by 32% in Q2 2026, selling an estimated $44.1K and leaving 1,606 shares worth $92.4K. The position accounts for 0.01% of the portfolio, ranked #1118.

International Assets Investment Management first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $137K in Q4 2025. 281 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • International Assets Investment Management held 1,606 shares of iShares California Muni Bond ETF worth $92.4K as of Q2 2026.
  • International Assets Investment Management sold 770 iShares California Muni Bond ETF shares in Q2 2026, an estimated $44.1K.
  • iShares California Muni Bond ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1118 holding.
  • International Assets Investment Management first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • International Assets Investment Management's iShares California Muni Bond ETF position peaked at $137K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.