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

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Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return