Main Management’s iShares California Muni Bond ETF CMF Stock Holding History

Main Management’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	$108K	Sell	1,872 -13	-0.7%	-$744	0.01%	68
2026 Q1	$107K	Sell	1,885 -68	-3%	-$3.92K	0.01%	68
2025 Q4	$112K	Sell	1,953 -23	-1%	-$1.32K	0.01%	65
2025 Q3	$113K	Hold	1,976	–	–	0.01%	67
2025 Q2	$110K	Sell	1,976 -40	-2%	-$2.22K	0.01%	66
2025 Q1	$113K	Sell	2,016 -77	-4%	-$4.38K	0.01%	68
2024 Q4	$120K	Hold	2,093	–	–	0.01%	69
2024 Q3	$122K	Sell	2,093 -159	-7%	-$9.16K	0.01%	73
2024 Q2	$128K	Sell	2,252 -41	-2%	-$2.33K	0.01%	79
2024 Q1	$132K	Sell	2,293 -100	-4%	-$5.77K	0.01%	81
2023 Q4	$139K	Sell	2,393 -80	-3%	-$4.46K	0.01%	74
2023 Q3	$136K	Sell	2,473 -437	-15%	-$24.6K	0.01%	72
2023 Q2	$166K	Sell	2,910 -102	-3%	-$5.81K	0.02%	73
2023 Q1	$173K	Hold	3,012	–	–	0.02%	77
2022 Q4	$169K	Hold	3,012	–	–	0.02%	91
2022 Q3	$163K	Hold	3,012	–	–	0.02%	101
2022 Q2	$170K	Hold	3,012	–	–	0.02%	102
2022 Q1	$175K	Hold	3,012	–	–	0.02%	106
2021 Q4	$188K	Hold	3,012	–	–	0.02%	107
2021 Q3	$187K	Hold	3,012	–	–	0.02%	102
2021 Q2	$189K	Hold	3,012	–	–	0.02%	101
2021 Q1	$187K	Hold	3,012	–	–	0.02%	102
2020 Q4	$189K	Hold	3,012	–	–	0.02%	100
2020 Q3	$188K	Hold	3,012	–	–	0.03%	89
2020 Q2	$187K	Hold	3,012	–	–	0.03%	79
2020 Q1	$182K	Hold	3,012	–	–	0.03%	71
2019 Q4	$184K	Hold	3,012	–	–	0.02%	68
2019 Q3	$185K	Hold	3,012	–	–	0.03%	68
2019 Q2	$183K	Hold	3,012	–	–	0.03%	65
2019 Q1	$179K	Hold	3,012	–	–	0.03%	63
2018 Q4	$176K	Buy	+3,012	New	+$173K	0.03%	64

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

Main Management's CMF Position: Q2 2026 in Review

Main Management reduced its iShares California Muni Bond ETF (CMF) stake by 0.69% in Q2 2026, selling an estimated $744 and leaving 1,872 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #68.

Main Management first reported a position in CMF in Q4 2018 and has held it in 31 quarters since. The position peaked at $189K in Q2 2021. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Main Management held 1,872 shares of iShares California Muni Bond ETF worth $108K as of Q2 2026.
Main Management sold 13 iShares California Muni Bond ETF shares in Q2 2026, an estimated $744.
iShares California Muni Bond ETF made up 0.01% of Main Management's portfolio in Q2 2026, its #68 holding.
Main Management first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
Main Management's iShares California Muni Bond ETF position peaked at $189K in Q2 2021.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Main Management's 13F filing for Q2 2026, filed 14 Aug 2026.