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

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

Longview Asset Management (California)'s CMF Position: Q2 2026 in Review

Longview Asset Management (California) sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 45 shares — an estimated $2.56K sold.

Longview Asset Management (California) first reported a position in CMF in Q4 2024 and held it in 6 quarters. The position peaked at $8.36K in Q2 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Longview Asset Management (California) reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Longview Asset Management (California) sold 45 iShares California Muni Bond ETF shares in Q2 2026, an estimated $2.56K.
Longview Asset Management (California) first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 6 quarters.
Longview Asset Management (California)'s iShares California Muni Bond ETF position peaked at $8.36K in Q2 2025.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.