Investment Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History

Investment Advisory 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	$586K	Sell	10,175 -1,225	-11%	-$70.1K	0.13%	109
2026 Q1	$648K	Hold	11,400	–	–	0.16%	99
2025 Q4	$655K	Hold	11,400	–	–	0.17%	96
2025 Q3	$650K	Hold	11,400	–	–	0.18%	94
2025 Q2	$635K	Hold	11,400	–	–	0.19%	90
2025 Q1	$642K	Hold	11,400	–	–	0.21%	89
2024 Q4	$653K	Hold	11,400	–	–	0.22%	83
2024 Q3	$662K	Hold	11,400	–	–	0.23%	84
2024 Q2	$648K	Hold	11,400	–	–	0.25%	76
2024 Q1	$656K	Hold	11,400	–	–	0.27%	73
2023 Q4	$661K	Hold	11,400	–	–	0.3%	63
2023 Q3	$625K	Buy	+11,400	New	+$641K	0.32%	63

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

Investment Advisory Group's CMF Position: Q2 2026 in Review

Investment Advisory Group reduced its iShares California Muni Bond ETF (CMF) stake by 11% in Q2 2026, selling an estimated $70.1K and leaving 10,175 shares worth $586K. The position accounts for 0.13% of the portfolio, ranked #109.

Investment Advisory Group first reported a position in CMF in Q3 2023 and has held it in 12 quarters since. The position peaked at $662K in Q3 2024. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Investment Advisory Group held 10,175 shares of iShares California Muni Bond ETF worth $586K as of Q2 2026.
Investment Advisory Group sold 1,225 iShares California Muni Bond ETF shares in Q2 2026, an estimated $70.1K.
iShares California Muni Bond ETF made up 0.13% of Investment Advisory Group's portfolio in Q2 2026, its #109 holding.
Investment Advisory Group first reported a position in iShares California Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Investment Advisory Group's iShares California Muni Bond ETF position peaked at $662K in Q3 2024.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.