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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

L.J. Altfest & Co's CMF Position: Q1 2026 in Review

L.J. Altfest & Co increased its iShares California Muni Bond ETF (CMF) stake by 3.2% in Q1 2026, buying an estimated $13.3K and bringing the position to 7,375 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #240.

L.J. Altfest & Co first reported a position in CMF in Q3 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

L.J. Altfest & Co held 7,375 shares of iShares California Muni Bond ETF worth $419K as of Q1 2026.
L.J. Altfest & Co bought 230 iShares California Muni Bond ETF shares in Q1 2026, an estimated $13.3K.
iShares California Muni Bond ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #240 holding.
L.J. Altfest & Co first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.