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

Neumann 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	$571K	Hold	9,900	–	–	0.38%	41
2026 Q1	$563K	Buy	9,900 +3,900	+65%	+$225K	0.17%	76
2025 Q4	$345K	Hold	6,000	–	–	0.1%	89
2025 Q3	$342K	Buy	+6,000	New	+$336K	0.1%	90
2025 Q2	–	Sell	-8,000	Closed	-$450K	–	102
2025 Q1	$450K	Hold	8,000	–	–	0.16%	82
2024 Q4	$458K	Hold	8,000	–	–	0.15%	83
2024 Q3	$465K	Sell	8,000 -8,800	-52%	-$507K	0.15%	81
2024 Q2	$956K	Sell	16,800 -7,220	-30%	-$411K	0.33%	59
2024 Q1	$1.38M	Buy	24,020 +8,800	+58%	+$508K	0.49%	46
2023 Q4	$882K	Buy	15,220 +5,600	+58%	+$313K	0.35%	58
2023 Q3	$528K	Hold	9,620	–	–	0.23%	66
2023 Q2	$548K	Buy	+9,620	New	+$548K	0.23%	67

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

Neumann Capital Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 9,900 shares worth $571K. The position accounts for 0.38% of the portfolio, ranked #41.

Neumann Capital Management first reported a position in CMF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q1 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Neumann Capital Management held 9,900 shares of iShares California Muni Bond ETF worth $571K as of Q2 2026.
Neumann Capital Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.38% of Neumann Capital Management's portfolio in Q2 2026, its #41 holding.
Neumann Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Neumann Capital Management's iShares California Muni Bond ETF position peaked at $1.38M in Q1 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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