LM Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

LM Advisors’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	$973K	Buy	16,872 +15,913	+1,659%	+$911K	0.11%	110
2026 Q1	$16.9K	Buy	+959	New	+$55.3K	0.27%	72
2025 Q4	–	Sell	-16,003	Closed	-$913K	–	213
2025 Q3	$913K	Hold	16,003	–	–	0.13%	100
2025 Q2	$892K	Hold	16,003	–	–	0.11%	91
2025 Q1	$901K	Sell	16,003 -263	-2%	-$14.9K	0.16%	96
2024 Q4	$932K	Hold	16,266	–	–	0.17%	89
2024 Q3	$945K	Sell	16,266 -1,000	-6%	-$57.6K	0.19%	78
2024 Q2	$982K	Hold	17,266	–	–	0.17%	85
2024 Q1	$993K	Hold	17,266	–	–	0.16%	95
2023 Q4	$1M	Buy	+17,266	New	+$964K	0.2%	79

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

LM Advisors's CMF Position: Q2 2026 in Review

LM Advisors increased its iShares California Muni Bond ETF (CMF) stake by 1,659% in Q2 2026, buying an estimated $911K and bringing the position to 16,872 shares worth $973K. The position accounts for 0.11% of the portfolio, ranked #110.

LM Advisors first reported a position in CMF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1M in Q4 2023. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

LM Advisors held 16,872 shares of iShares California Muni Bond ETF worth $973K as of Q2 2026.
LM Advisors bought 15,913 iShares California Muni Bond ETF shares in Q2 2026, an estimated $911K.
iShares California Muni Bond ETF made up 0.11% of LM Advisors's portfolio in Q2 2026, its #110 holding.
LM Advisors first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
LM Advisors's iShares California Muni Bond ETF position peaked at $1M in Q4 2023.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.