Itau Unibanco Holding S.A.’s iShares California Muni Bond ETF CMF Stock Holding History

Itau Unibanco Holding S.A.’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	$178K	Sell	3,089 -3,421	-53%	-$196K	﹤0.01%	227
2026 Q1	$370K	Sell	6,510 -8,307	-56%	-$479K	0.01%	163
2025 Q4	$851K	Buy	14,817 +3,876	+35%	+$222K	0.02%	149
2025 Q3	$624K	Sell	10,941 -7,401	-40%	-$414K	0.02%	139
2025 Q2	$1.02M	Buy	18,342 +10,259	+127%	+$570K	0.04%	126
2025 Q1	$455K	Buy	+8,083	New	+$459K	0.02%	164

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

Itau Unibanco Holding S.A.'s CMF Position: Q2 2026 in Review

Itau Unibanco Holding S.A. reduced its iShares California Muni Bond ETF (CMF) stake by 53% in Q2 2026, selling an estimated $196K and leaving 3,089 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Itau Unibanco Holding S.A. first reported a position in CMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Itau Unibanco Holding S.A. held 3,089 shares of iShares California Muni Bond ETF worth $178K as of Q2 2026.
Itau Unibanco Holding S.A. sold 3,421 iShares California Muni Bond ETF shares in Q2 2026, an estimated $196K.
iShares California Muni Bond ETF made up ﹤0.01% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #227 holding.
Itau Unibanco Holding S.A. first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Itau Unibanco Holding S.A.'s iShares California Muni Bond ETF position peaked at $1.02M in Q2 2025.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.