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Members Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Members Wealth’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 		$479K Buy
8,317
+3,133
+60% +$179K 0.26% 63
2026
Q1 		$298K Buy
5,184
+910
+21% +$52.5K 0.18% 88
2025
Q4 		$247K Buy
+4,274
New +$245K 0.15% 91

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Members Wealth's CMF Position: Q2 2026 in Review

Members Wealth increased its iShares California Muni Bond ETF (CMF) stake by 60% in Q2 2026, buying an estimated $179K and bringing the position to 8,317 shares worth $479K. The position accounts for 0.26% of the portfolio, ranked #63.

Members Wealth first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Members Wealth held 8,317 shares of iShares California Muni Bond ETF worth $479K as of Q2 2026.
  • Members Wealth bought 3,133 iShares California Muni Bond ETF shares in Q2 2026, an estimated $179K.
  • iShares California Muni Bond ETF made up 0.26% of Members Wealth's portfolio in Q2 2026, its #63 holding.
  • Members Wealth first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.