Longview Asset Management (California)’s iShares California Muni Bond ETF CMF Stock Holding History

Longview Asset Management (California)’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	–	Sell	-45	Closed	-$2.56K	–	151
2026 Q1	$2.56K	Hold	45	–	–	﹤0.01%	144
2025 Q4	$2.59K	Sell	45 -88	-66%	-$5.05K	﹤0.01%	158
2025 Q3	$7.59K	Sell	133 -17	-11%	-$951	﹤0.01%	135
2025 Q2	$8.36K	Buy	150 +66	+79%	+$3.66K	0.01%	121
2025 Q1	$4.73K	Buy	84 +18	+27%	+$1.02K	﹤0.01%	126
2024 Q4	$3.78K	Buy	+66	New	+$3.79K	﹤0.01%	131

Other funds holding CMF

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return