Jim Simons
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Jim Simons’s iShares California Muni Bond ETF CMF Stock Holding History

Jim Simons’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
Q1 		$1.06M Sell
18,700
-93,900
-83% -$5.42M ﹤0.01% 2237
2025
Q4 		$6.47M Sell
112,600
-195,300
-63% -$11.2M 0.01% 1162
2025
Q3 		$17.6M Buy
307,900
+156,600
+104% +$8.76M 0.02% 791
2025
Q2 		$8.43M Buy
151,300
+132,200
+692% +$7.34M 0.01% 1176
2025
Q1 		$1.07M Sell
19,100
-24,972
-57% -$1.42M ﹤0.01% 2380
2024
Q4 		$2.52M Sell
44,072
-14,991
-25% -$862K ﹤0.01% 1904
2024
Q3 		$3.43M Buy
59,063
+9,982
+20% +$575K 0.01% 1687
2024
Q2 		$2.79M Sell
49,081
-42,099
-46% -$2.4M ﹤0.01% 1662
2024
Q1 		$5.25M Sell
91,180
-161,620
-64% -$9.33M 0.01% 1376
2023
Q4 		$14.6M Buy
+252,800
New +$14.1M 0.02% 763
2023
Q3 		– Sell
-35,600
Closed -$2.03M – 3712
2023
Q2 		$2.03M Sell
35,600
-108,800
-75% -$6.2M ﹤0.01% 1990
2023
Q1 		$8.29M Buy
144,400
+18,600
+15% +$1.06M 0.01% 1181
2022
Q4 		$7.06M Buy
+125,800
New +$6.98M 0.01% 1295
2022
Q3 		– Sell
-195,700
Closed -$11M – 4061
2022
Q2 		$11M Buy
+195,700
New +$11.1M 0.01% 1061
2021
Q3 		– Sell
-14,015
Closed -$878K – 3517
2021
Q2 		$878K Buy
+14,015
New +$876K ﹤0.01% 2727
2021
Q1 		– Sell
-16,754
Closed -$1.05M – 3356
2020
Q4 		$1.05M Sell
16,754
-2,146
-11% -$134K ﹤0.01% 2474
2020
Q3 		$1.18M Sell
18,900
-35,600
-65% -$2.23M ﹤0.01% 2425
2020
Q2 		$3.39M Buy
54,500
+39,100
+254% +$2.4M ﹤0.01% 1863
2020
Q1 		$932K Sell
15,400
-20,500
-57% -$1.25M ﹤0.01% 2458
2019
Q4 		$2.2M Buy
35,900
+10,800
+43% +$661K ﹤0.01% 2283
2019
Q3 		$1.54M Sell
25,100
-32,100
-56% -$1.97M ﹤0.01% 2415
2019
Q2 		$3.47M Buy
57,200
+18,400
+47% +$1.1M ﹤0.01% 2035
2019
Q1 		$2.31M Buy
38,800
+16,880
+77% +$991K ﹤0.01% 2240
2018
Q4 		$1.28M Buy
+21,920
New +$1.26M ﹤0.01% 2460

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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

Jim Simons's CMF Position: Q1 2026 in Review

Jim Simons reduced its iShares California Muni Bond ETF (CMF) stake by 83% in Q1 2026, selling an estimated $5.42M and leaving 18,700 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Jim Simons first reported a position in CMF in Q4 2018 and has held it in 24 quarters since. The position peaked at $17.6M in Q3 2025. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Jim Simons held 18,700 shares of iShares California Muni Bond ETF worth $1.06M as of Q1 2026.
  • Jim Simons sold 93,900 iShares California Muni Bond ETF shares in Q1 2026, an estimated $5.42M.
  • iShares California Muni Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2237 holding.
  • Jim Simons first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Jim Simons's iShares California Muni Bond ETF position peaked at $17.6M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.