VAQUERO PRIVATE WEALTH, LTD’s iShares California Muni Bond ETF CMF Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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	$500K	Buy	+8,670	New	+$496K	0.1%	100

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 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

VAQUERO PRIVATE WEALTH, LTD's CMF Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 8,670 shares worth $500K. The stake represents 0.1% of the portfolio and ranks #100 among its holdings.

66 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

VAQUERO PRIVATE WEALTH, LTD held 8,670 shares of iShares California Muni Bond ETF worth $500K as of Q2 2026.
iShares California Muni Bond ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
iShares California Muni Bond ETF made up 0.1% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #100 holding.
66 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.