OGF
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Orin Green Financial’s iShares California Muni Bond ETF CMF Stock Holding History

Orin Green Financial’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 		$16.4M Sell
284,860
-2,304
-0.8% -$132K 6.06% 4
2026
Q1 		$16.3M Sell
287,164
-19,863
-6% -$1.15M 6.7% 4
2025
Q4 		$17.6M Sell
307,027
-17,894
-6% -$1.03M 7.06% 4
2025
Q3 		$18.5M Sell
324,921
-17,200
-5% -$962K 7.41% 4
2025
Q2 		$19.1M Sell
342,121
-23,889
-7% -$1.33M 8.07% 4
2025
Q1 		$20.1M Buy
+366,010
New +$20.8M 9.47% 2
2024
Q4 		– Sell
-362,087
Closed -$20.8M – 2
2024
Q3 		$21M Buy
362,087
+17,139
+5% +$987K 9.07% 2
2024
Q2 		$19.6M Buy
+344,948
New +$19.6M 9.04% 2
2024
Q1 		– Sell
-330,689
Closed -$19.1M – 2
2023
Q4 		$19.2M Buy
330,689
+13,840
+4% +$772K 9.45% 2
2023
Q3 		$17.4M Buy
316,849
+6,701
+2% +$377K 9.65% 2
2023
Q2 		$17.7M Buy
310,148
+1,296
+0.4% +$73.8K 9.23% 2
2023
Q1 		$17.7M Buy
308,852
+11,149
+4% +$634K 9.6% 2
2022
Q4 		$16.7M Sell
297,703
-13,018
-4% -$722K 9.8% 2
2022
Q3 		$16.8M Buy
310,721
+46,364
+18% +$2.62M 10.95% 2
2022
Q2 		$15M Buy
264,357
+227,217
+612% +$12.8M 9.36% 2
2022
Q1 		$2.16M Sell
37,140
-356
-0.9% -$21.4K 1.41% 18
2021
Q4 		$2.25M Buy
37,496
+2,548
+7% +$158K 1.63% 16
2021
Q3 		$2.17M Sell
34,948
-2,078
-6% -$130K 1.51% 18
2021
Q2 		$2.32M Buy
37,026
+15,670
+73% +$980K 1.64% 17
2021
Q1 		$1.33M Sell
21,356
-6,831
-24% -$427K 1.08% 22
2020
Q4 		$1.77M Buy
+28,187
New +$1.76M 1.41% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Orin Green Financial's CMF Position: Q2 2026 in Review

Orin Green Financial reduced its iShares California Muni Bond ETF (CMF) stake by 0.8% in Q2 2026, selling an estimated $132K and leaving 284,860 shares worth $16.4M. The position accounts for 6.06% of the portfolio, ranked #4.

Orin Green Financial first reported a position in CMF in Q4 2020 and has held it in 21 quarters since. The position peaked at $21M in Q3 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Orin Green Financial held 284,860 shares of iShares California Muni Bond ETF worth $16.4M as of Q2 2026.
  • Orin Green Financial sold 2,304 iShares California Muni Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares California Muni Bond ETF made up 6.06% of Orin Green Financial's portfolio in Q2 2026, its #4 holding.
  • Orin Green Financial first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's iShares California Muni Bond ETF position peaked at $21M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.