MCM
CMF icon

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

Morton Capital 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 		$228K Buy
3,956
+248
+7% +$14.2K 0.03% 147
2026
Q1 		$211K Buy
3,708
+18
+0.5% +$1.04K 0.03% 127
2025
Q4 		$212K Buy
3,690
+36
+1% +$2.07K 0.03% 125
2025
Q3 		$208K Buy
3,654
+28
+0.8% +$1.57K 0.03% 126
2025
Q2 		$202K Buy
3,626
+28
+0.8% +$1.55K 0.04% 122
2025
Q1 		$203K Buy
3,598
+17
+0.5% +$966 0.04% 108
2024
Q4 		$205K Buy
3,581
+34
+1% +$1.96K 0.04% 109
2024
Q3 		$206K Buy
3,547
+24
+0.7% +$1.38K 0.04% 108
2024
Q2 		$200K Sell
3,523
-583
-14% -$33.2K 0.05% 96
2024
Q1 		$236K Buy
4,106
+18
+0.4% +$1.04K 0.06% 92
2023
Q4 		$237K Buy
+4,088
New +$228K 0.07% 88

Other funds holding CMF

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Morton Capital Management's CMF Position: Q2 2026 in Review

Morton Capital Management increased its iShares California Muni Bond ETF (CMF) stake by 6.7% in Q2 2026, buying an estimated $14.2K and bringing the position to 3,956 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #147.

Morton Capital Management first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $237K in Q4 2023. 100 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Morton Capital Management held 3,956 shares of iShares California Muni Bond ETF worth $228K as of Q2 2026.
  • Morton Capital Management bought 248 iShares California Muni Bond ETF shares in Q2 2026, an estimated $14.2K.
  • iShares California Muni Bond ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #147 holding.
  • Morton Capital Management first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Morton Capital Management's iShares California Muni Bond ETF position peaked at $237K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.