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 Q3	$1.11M	Hold	20,582	–	–	0.12%	53
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Johnson Bixby & Associates's CMF Position: Q3 2026 in Review

Johnson Bixby & Associates held its iShares California Muni Bond ETF (CMF) position steady in Q3 2026 at 20,582 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #53.

Johnson Bixby & Associates first reported a position in CMF in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2024. 129 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Johnson Bixby & Associates held 20,582 shares of iShares California Muni Bond ETF worth $1.11M as of Q3 2026.
Johnson Bixby & Associates left its iShares California Muni Bond ETF share count unchanged in Q3 2026.
iShares California Muni Bond ETF made up 0.12% of Johnson Bixby & Associates's portfolio in Q3 2026, its #53 holding.
Johnson Bixby & Associates first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 15 quarters since.
Johnson Bixby & Associates's iShares California Muni Bond ETF position peaked at $1.7M in Q4 2024.
129 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.