McIlrath & Eck’s iShares California Muni Bond ETF CMF Stock Holding History

McIlrath & Eck’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 Q1	$2.76M	Buy	48,612 +4,845	+11%	+$280K	0.2%	67
2025 Q4	$2.51M	Buy	43,767 +8,792	+25%	+$505K	0.23%	50
2025 Q3	$1.99M	Buy	34,975 +3,165	+10%	+$177K	0.21%	48
2025 Q2	$1.77M	Buy	31,810 +1,324	+4%	+$73.5K	0.2%	47
2025 Q1	$1.72M	Sell	30,486 -1,570	-5%	-$89.2K	0.21%	46
2024 Q4	$1.84M	Buy	32,056 +2,916	+10%	+$168K	0.23%	45
2024 Q3	$1.69M	Buy	29,140 +3,511	+14%	+$202K	0.22%	42
2024 Q2	$1.46M	Buy	25,629 +3,979	+18%	+$226K	0.22%	43
2024 Q1	$1.25M	Buy	21,650 +1,353	+7%	+$78.1K	0.2%	40
2023 Q4	$1.18M	Buy	20,297 +2,720	+15%	+$152K	0.21%	41
2023 Q3	$964K	Buy	17,577 +792	+5%	+$44.6K	0.19%	43
2023 Q2	$956K	Buy	16,785 +16,567	+7,600%	+$944K	0.2%	38
2023 Q1	$12.5K	Hold	218	–	–	﹤0.01%	507
2022 Q4	$12.2K	Hold	218	–	–	﹤0.01%	498
2022 Q3	$12K	Buy	+218	New	+$12.3K	﹤0.01%	488

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McIlrath & Eck's CMF Position: Q1 2026 in Review

McIlrath & Eck increased its iShares California Muni Bond ETF (CMF) stake by 11% in Q1 2026, buying an estimated $280K and bringing the position to 48,612 shares worth $2.76M. The position accounts for 0.2% of the portfolio, ranked #67.

McIlrath & Eck first reported a position in CMF in Q3 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

McIlrath & Eck held 48,612 shares of iShares California Muni Bond ETF worth $2.76M as of Q1 2026.
McIlrath & Eck bought 4,845 iShares California Muni Bond ETF shares in Q1 2026, an estimated $280K.
iShares California Muni Bond ETF made up 0.2% of McIlrath & Eck's portfolio in Q1 2026, its #67 holding.
McIlrath & Eck first reported a position in iShares California Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.