MKA
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M. Kulyk & Associates’s iShares California Muni Bond ETF CMF Stock Holding History

M. Kulyk & Associates’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 		$457K Hold
7,925
– – 0.07% 79
2026
Q1 		$451K Buy
+7,925
New +$457K 0.08% 77

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

M. Kulyk & Associates's CMF Position: Q2 2026 in Review

M. Kulyk & Associates held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 7,925 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #79.

M. Kulyk & Associates first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • M. Kulyk & Associates held 7,925 shares of iShares California Muni Bond ETF worth $457K as of Q2 2026.
  • M. Kulyk & Associates left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.07% of M. Kulyk & Associates's portfolio in Q2 2026, its #79 holding.
  • M. Kulyk & Associates first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.