North Berkeley Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

North Berkeley Wealth 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	$415K	Buy	7,201 +231	+3%	+$13.2K	0.17%	58
2026 Q1	$396K	Hold	6,970	–	–	0.21%	53
2025 Q4	$400K	Buy	6,970 +78	+1%	+$4.48K	0.24%	54
2025 Q3	$393K	Hold	6,892	–	–	0.31%	46
2025 Q2	$384K	Sell	6,892 -3,635	-35%	-$202K	0.35%	42
2025 Q1	$592K	Buy	10,527 +3,375	+47%	+$192K	0.62%	29
2024 Q4	$410K	Buy	+7,152	New	+$411K	0.42%	41

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

North Berkeley Wealth Management's CMF Position: Q2 2026 in Review

North Berkeley Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 3.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 7,201 shares worth $415K. The position accounts for 0.17% of the portfolio, ranked #58.

North Berkeley Wealth Management first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $592K in Q1 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

North Berkeley Wealth Management held 7,201 shares of iShares California Muni Bond ETF worth $415K as of Q2 2026.
North Berkeley Wealth Management bought 231 iShares California Muni Bond ETF shares in Q2 2026, an estimated $13.2K.
iShares California Muni Bond ETF made up 0.17% of North Berkeley Wealth Management's portfolio in Q2 2026, its #58 holding.
North Berkeley Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's iShares California Muni Bond ETF position peaked at $592K in Q1 2025.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.