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Perennial Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Perennial Investment 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 		$2.3M Buy
39,921
+10,660
+36% +$610K 0.15% 124
2026
Q1 		$1.66M Buy
29,261
+6,316
+28% +$364K 0.13% 132
2025
Q4 		$1.32M Buy
22,945
+5,963
+35% +$342K 0.1% 162
2025
Q3 		$969K Buy
16,982
+9,549
+128% +$534K 0.08% 185
2025
Q2 		$414K Buy
7,433
+1,561
+27% +$86.7K 0.04% 285
2025
Q1 		$330K Buy
5,872
+167
+3% +$9.49K 0.04% 304
2024
Q4 		$327K Sell
5,705
-276
-5% -$15.9K 0.04% 281
2024
Q3 		$348K Sell
5,981
-169
-3% -$9.73K 0.05% 265
2024
Q2 		$350K Buy
6,150
+1,947
+46% +$111K 0.05% 257
2024
Q1 		$242K Buy
4,203
+1
+0% +$58 0.04% 286
2023
Q4 		$243K Buy
4,202
+1
+0% +$56 0.04% 281
2023
Q3 		$230K Buy
4,201
+1
+0% +$56 0.04% 282
2023
Q2 		$239K Buy
4,200
+1
+0% +$57 0.04% 290
2023
Q1 		$241K Buy
+4,199
New +$239K 0.04% 274
2022
Q2 		– Sell
-7,232
Closed -$421K – 204
2022
Q1 		$421K Hold
7,232
– – 0.13% 132
2021
Q4 		$450K Hold
7,232
– – 0.14% 130
2021
Q3 		$449K Hold
7,232
– – 0.16% 122
2021
Q2 		$453K Hold
7,232
– – 0.17% 117
2021
Q1 		$449K Hold
7,232
– – 0.18% 109
2020
Q4 		$454K Hold
7,232
– – 0.19% 97
2020
Q3 		$451K Hold
7,232
– – 0.23% 85
2020
Q2 		$450K Sell
7,232
-900
-11% -$55.2K 0.3% 66
2020
Q1 		$492K Hold
8,132
– – 0.44% 50
2019
Q4 		$498K Buy
+8,132
New +$497K 0.39% 61

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

Perennial Investment Advisors's CMF Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares California Muni Bond ETF (CMF) stake by 36% in Q2 2026, buying an estimated $610K and bringing the position to 39,921 shares worth $2.3M. The position accounts for 0.15% of the portfolio, ranked #124.

Perennial Investment Advisors first reported a position in CMF in Q4 2019 and has held it in 24 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Perennial Investment Advisors held 39,921 shares of iShares California Muni Bond ETF worth $2.3M as of Q2 2026.
  • Perennial Investment Advisors bought 10,660 iShares California Muni Bond ETF shares in Q2 2026, an estimated $610K.
  • iShares California Muni Bond ETF made up 0.15% of Perennial Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Perennial Investment Advisors first reported a position in iShares California Muni Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.