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

Optima Capital’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 		– Sell
-877
Closed -$50.4K – 364
2025
Q4 		$50.4K Buy
+877
New +$50.3K 0.02% 310

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Optima Capital's CMF Position: Q1 2026 in Review

Optima Capital sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 877 shares — an estimated $50.4K sold.

Optima Capital first reported a position in CMF in Q4 2025 and held it in 1 quarter. The position peaked at $50.4K in Q4 2025. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Optima Capital reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 877 iShares California Muni Bond ETF shares in Q1 2026, an estimated $50.4K.
  • Optima Capital first reported a position in iShares California Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares California Muni Bond ETF position peaked at $50.4K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.