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Montecito Bank & Trust’s iShares California Muni Bond ETF CMF Stock Holding History

Montecito Bank & Trust’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 		$372K Hold
6,450
– – 0.06% 232
2026
Q1 		$367K Buy
+6,450
New +$372K 0.06% 223
2017
Q1 		– Sell
-1,500
Closed -$87K – 222
2016
Q4 		$87K Buy
+1,500
New +$87.7K 0.03% 238

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

Montecito Bank & Trust's CMF Position: Q2 2026 in Review

Montecito Bank & Trust held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 6,450 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #232.

Montecito Bank & Trust first reported a position in CMF in Q4 2016 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Montecito Bank & Trust held 6,450 shares of iShares California Muni Bond ETF worth $372K as of Q2 2026.
  • Montecito Bank & Trust left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.06% of Montecito Bank & Trust's portfolio in Q2 2026, its #232 holding.
  • Montecito Bank & Trust first reported a position in iShares California Muni Bond ETF in Q4 2016 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.