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CMF icon

MYeCFO’s iShares California Muni Bond ETF CMF Stock Holding History

MYeCFO’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 		$13.9M Sell
241,609
-20,933
-8% -$1.2M 5.26% 4
2026
Q1 		$14.9M Buy
262,542
+11,340
+5% +$654K 6.25% 3
2025
Q4 		$14.4M Buy
251,202
+18,210
+8% +$1.05M 6.13% 3
2025
Q3 		$13.3M Buy
232,992
+5,709
+3% +$319K 6.05% 4
2025
Q2 		$12.9M Sell
227,283
-1,550
-0.7% -$86.1K 6.32% 4
2025
Q1 		$12.9M Buy
228,833
+4,219
+2% +$240K 6.82% 3
2024
Q4 		$12.9M Buy
224,614
+15,386
+7% +$885K 6.95% 3
2024
Q3 		$12.2M Buy
209,228
+1,290
+0.6% +$74.3K 6.6% 4
2024
Q2 		$11.8M Buy
207,938
+1,846
+0.9% +$105K 6.82% 4
2024
Q1 		$11.8M Buy
206,092
+13,971
+7% +$806K 6.95% 4
2023
Q4 		$11.2M Sell
192,121
-467
-0.2% -$26.1K 7.04% 4
2023
Q3 		$10.6M Buy
192,588
+17,966
+10% +$1.01M 7.32% 4
2023
Q2 		$9.94M Sell
174,622
-6,099
-3% -$347K 7.23% 4
2023
Q1 		$10.4M Buy
180,721
+38,996
+28% +$2.22M 7.78% 4
2022
Q4 		$7.96M Buy
+141,725
New +$7.87M 6.54% 5

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

MYeCFO's CMF Position: Q2 2026 in Review

MYeCFO reduced its iShares California Muni Bond ETF (CMF) stake by 8% in Q2 2026, selling an estimated $1.2M and leaving 241,609 shares worth $13.9M. The position accounts for 5.26% of the portfolio, ranked #4.

MYeCFO first reported a position in CMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.9M in Q1 2026. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • MYeCFO held 241,609 shares of iShares California Muni Bond ETF worth $13.9M as of Q2 2026.
  • MYeCFO sold 20,933 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.2M.
  • iShares California Muni Bond ETF made up 5.26% of MYeCFO's portfolio in Q2 2026, its #4 holding.
  • MYeCFO first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • MYeCFO's iShares California Muni Bond ETF position peaked at $14.9M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.