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Pacific Capital Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Pacific Capital Wealth Advisors’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 		$566K Hold
9,828
– – 0.09% 57
2026
Q1 		$559K Hold
9,828
– – 0.09% 53
2025
Q4 		$565K Hold
9,828
– – 0.1% 51
2025
Q3 		$561K Sell
9,828
-361
-4% -$20.2K 0.1% 48
2025
Q2 		$567K Sell
10,189
-13,608
-57% -$755K 0.1% 46
2025
Q1 		$1.34M Sell
23,797
-4,416
-16% -$251K 0.23% 33
2024
Q4 		$1.62M Sell
28,213
-4,404
-14% -$253K 0.27% 32
2024
Q3 		$1.9M Sell
32,617
-1,768
-5% -$102K 0.32% 31
2024
Q2 		$1.96M Sell
34,385
-2,228
-6% -$127K 0.36% 28
2024
Q1 		$2.11M Sell
36,613
-2,469
-6% -$142K 0.5% 28
2023
Q4 		$2.26M Sell
39,082
-3,204
-8% -$179K 0.57% 25
2023
Q3 		$2.32M Sell
42,286
-4,421
-9% -$249K 0.65% 26
2023
Q2 		$2.66M Sell
46,707
-3,313
-7% -$189K 0.67% 28
2023
Q1 		$2.87M Sell
50,020
-436
-0.9% -$24.8K 0.74% 29
2022
Q4 		$2.83M Sell
50,456
-19,599
-28% -$1.09M 0.73% 28
2022
Q3 		$3.8M Sell
70,055
-475
-0.7% -$26.9K 1.03% 23
2022
Q2 		$3.98M Sell
70,530
-623
-0.9% -$35.2K 1.1% 23
2022
Q1 		$4.14M Buy
71,153
+1,425
+2% +$85.8K 1.18% 23
2021
Q4 		$4.35M Sell
69,728
-10
-0% -$621 1.25% 23
2021
Q3 		$4.33M Sell
69,738
-6,060
-8% -$380K 1.37% 22
2021
Q2 		$4.75M Buy
75,798
+1,718
+2% +$107K 2.39% 15
2021
Q1 		$4.6M Buy
74,080
+737
+1% +$46.1K 2.56% 14
2020
Q4 		$4.61M Buy
73,343
+1,267
+2% +$79.1K 2.62% 14
2020
Q3 		$4.5M Buy
72,076
+378
+0.5% +$23.7K 2.67% 13
2020
Q2 		$4.46M Sell
71,698
-5,806
-7% -$356K 3.02% 13
2020
Q1 		$4.69M Sell
77,504
-22,830
-23% -$1.4M 3.55% 9
2019
Q4 		$6.14M Buy
+100,334
New +$6.14M 4.1% 7

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

Pacific Capital Wealth Advisors's CMF Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 9,828 shares worth $566K. The position accounts for 0.09% of the portfolio, ranked #57.

Pacific Capital Wealth Advisors first reported a position in CMF in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.14M in Q4 2019. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Pacific Capital Wealth Advisors held 9,828 shares of iShares California Muni Bond ETF worth $566K as of Q2 2026.
  • Pacific Capital Wealth Advisors left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.09% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Pacific Capital Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Pacific Capital Wealth Advisors's iShares California Muni Bond ETF position peaked at $6.14M in Q4 2019.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.