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

Opes 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
Q1 		$26.6M Buy
467,978
+29,000
+7% +$1.67M 4.37% 3
2025
Q4 		$25.2M Buy
438,978
+20,715
+5% +$1.19M 4.11% 3
2025
Q3 		$23.9M Buy
418,263
+31,099
+8% +$1.74M 4.13% 3
2025
Q2 		$21.6M Buy
387,164
+23,802
+7% +$1.32M 3.83% 4
2025
Q1 		$20.5M Buy
363,362
+18,641
+5% +$1.06M 4.13% 3
2024
Q4 		$19.7M Buy
344,721
+19,878
+6% +$1.14M 4.05% 3
2024
Q3 		$18.9M Sell
324,843
-4,563
-1% -$263K 3.63% 3
2024
Q2 		$18.7M Sell
329,406
-10,677
-3% -$608K 3.91% 3
2024
Q1 		$19.6M Buy
340,083
+45,969
+16% +$2.65M 4.52% 3
2023
Q4 		$17M Buy
294,114
+15,833
+6% +$884K 4.09% 3
2023
Q3 		$15.3M Buy
278,281
+27,906
+11% +$1.57M 4.23% 3
2023
Q2 		$14.3M Buy
250,375
+4,011
+2% +$229K 4.04% 3
2023
Q1 		$14.1M Buy
246,364
+30,571
+14% +$1.74M 4.56% 3
2022
Q4 		$12.1M Buy
215,793
+17,136
+9% +$951K 4.4% 4
2022
Q3 		$10.8M Buy
198,657
+194,977
+5,298% +$11M 4.31% 3
2022
Q2 		$208K Sell
3,680
-144,607
-98% -$8.17M 0.08% 91
2022
Q1 		$8.63M Buy
148,287
+30,378
+26% +$1.83M 2.81% 5
2021
Q4 		$7.35M Buy
117,909
+12,407
+12% +$771K 2.28% 12
2021
Q3 		$6.55M Buy
105,502
+24,556
+30% +$1.54M 2.32% 13
2021
Q2 		$5.07M Sell
80,946
-16,620
-17% -$1.04M 1.88% 17
2021
Q1 		$6.06M Buy
97,566
+86,647
+794% +$5.42M 2.36% 15
2020
Q4 		$686K Sell
10,919
-13,978
-56% -$873K 0.33% 43
2020
Q3 		$1.55M Buy
24,897
+13
+0.1% +$814 0.74% 28
2020
Q2 		$1.55M Buy
+24,884
New +$1.53M 0.79% 28

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Opes Wealth Management's CMF Position: Q1 2026 in Review

Opes Wealth Management increased its iShares California Muni Bond ETF (CMF) stake by 6.6% in Q1 2026, buying an estimated $1.67M and bringing the position to 467,978 shares worth $26.6M. The position accounts for 4.37% of the portfolio, ranked #3.

Opes Wealth Management first reported a position in CMF in Q2 2020 and has held it in 24 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Opes Wealth Management held 467,978 shares of iShares California Muni Bond ETF worth $26.6M as of Q1 2026.
  • Opes Wealth Management bought 29,000 iShares California Muni Bond ETF shares in Q1 2026, an estimated $1.67M.
  • iShares California Muni Bond ETF made up 4.37% of Opes Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Opes Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.