Johnson Bixby & Associates’s iShares California Muni Bond ETF CMF Stock Holding History

Johnson Bixby & Associates’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	$1.19M	Hold	20,582	–	–	0.13%	52
2026 Q1	$1.17M	Hold	20,582	–	–	0.15%	49
2025 Q4	$1.18M	Hold	20,582	–	–	0.15%	49
2025 Q3	$1.17M	Hold	20,582	–	–	0.15%	46
2025 Q2	$1.15M	Sell	20,582 -9,064	-31%	-$503K	0.16%	45
2025 Q1	$1.67M	Hold	29,646	–	–	0.25%	36
2024 Q4	$1.7M	Buy	29,646 +5,216	+21%	+$300K	0.26%	36
2024 Q3	$1.42M	Buy	24,430 +3,848	+19%	+$222K	0.22%	39
2024 Q2	$1.17M	Hold	20,582	–	–	0.2%	42
2024 Q1	$1.18M	Hold	20,582	–	–	0.21%	40
2023 Q4	$1.19M	Hold	20,582	–	–	0.23%	40
2023 Q3	$1.13M	Hold	20,582	–	–	0.24%	40
2023 Q2	$1.17M	Buy	20,582 +16,753	+438%	+$954K	0.24%	40
2023 Q1	$220K	Buy	+3,829	New	+$218K	0.05%	91

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

Johnson Bixby & Associates's CMF Position: Q2 2026 in Review

Johnson Bixby & Associates held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 20,582 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #52.

Johnson Bixby & Associates first reported a position in CMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.7M in Q4 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Johnson Bixby & Associates held 20,582 shares of iShares California Muni Bond ETF worth $1.19M as of Q2 2026.
Johnson Bixby & Associates left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.13% of Johnson Bixby & Associates's portfolio in Q2 2026, its #52 holding.
Johnson Bixby & Associates first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Johnson Bixby & Associates's iShares California Muni Bond ETF position peaked at $1.7M in Q4 2024.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.