LJAC
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L.J. Altfest & Co’s iShares California Muni Bond ETF CMF Stock Holding History

L.J. Altfest & Co’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 		$542K Buy
9,409
+2,034
+28% +$116K 0.05% 213
2026
Q1 		$419K Buy
7,375
+230
+3% +$13.3K 0.04% 240
2025
Q4 		$411K Buy
7,145
+976
+16% +$56K 0.04% 247
2025
Q3 		$352K Buy
6,169
+951
+18% +$53.2K 0.04% 264
2025
Q2 		$291K Hold
5,218
– – 0.03% 288
2025
Q1 		$294K Hold
5,218
– – 0.04% 274
2024
Q4 		$299K Hold
5,218
– – 0.04% 270
2024
Q3 		$303K Buy
+5,218
New +$301K 0.04% 275

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

L.J. Altfest & Co's CMF Position: Q2 2026 in Review

L.J. Altfest & Co increased its iShares California Muni Bond ETF (CMF) stake by 28% in Q2 2026, buying an estimated $116K and bringing the position to 9,409 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #213.

L.J. Altfest & Co first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • L.J. Altfest & Co held 9,409 shares of iShares California Muni Bond ETF worth $542K as of Q2 2026.
  • L.J. Altfest & Co bought 2,034 iShares California Muni Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares California Muni Bond ETF made up 0.05% of L.J. Altfest & Co's portfolio in Q2 2026, its #213 holding.
  • L.J. Altfest & Co first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.