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

Perigon 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 		$221K Hold
3,892
– – ﹤0.01% 1165
2025
Q4 		$224K Buy
+3,892
New +$223K ﹤0.01% 1180
2025
Q2 		– Sell
-7,522
Closed -$423K – 1066
2025
Q1 		$423K Buy
7,522
+554
+8% +$31.5K 0.01% 688
2024
Q4 		$394K Buy
+6,968
New +$401K 0.01% 718
2022
Q2 		– Sell
-4,332
Closed -$252K – 581
2022
Q1 		$252K Buy
4,332
+315
+8% +$19K 0.02% 521
2021
Q4 		$250K Buy
4,017
+42
+1% +$2.61K 0.02% 497
2021
Q3 		$247K Buy
3,975
+14
+0.4% +$877 0.02% 459
2021
Q2 		$248K Buy
3,961
+15
+0.4% +$938 0.02% 448
2021
Q1 		$245K Buy
3,946
+3,073
+352% +$192K 0.03% 424
2020
Q4 		$55K Buy
+873
New +$54.5K 0.01% 717
2018
Q3 		– Sell
-37,192
Closed -$2.18M – 247
2018
Q2 		$2.18M Buy
37,192
+34,933
+1,546% +$2.03M 0.65% 43
2018
Q1 		$132K Buy
2,259
+1,590
+238% +$93K 0.05% 205
2017
Q4 		$40K Sell
669
-14,963
-96% -$886K 0.01% 315
2017
Q3 		$926K Sell
15,632
-7,220
-32% -$428K 0.3% 73
2017
Q2 		$1.34M Buy
22,852
+1,416
+7% +$83.2K 0.29% 98
2017
Q1 		$1.25M Buy
21,436
+2,120
+11% +$122K 0.26% 106
2016
Q4 		$1.11M Buy
19,316
+9,270
+92% +$542K 0.24% 107
2016
Q3 		$606K Sell
10,046
-1,894
-16% -$115K 0.16% 132
2016
Q2 		$729K Buy
+11,940
New +$719K 0.19% 112
2016
Q1 		– Sell
-11,612
Closed -$686K – 273
2015
Q4 		$686K Buy
11,612
+330
+3% +$19.4K 0.19% 118
2015
Q3 		$662K Buy
11,282
+2,168
+24% +$126K 0.2% 121
2015
Q2 		$526K Buy
9,114
+684
+8% +$39.8K 0.14% 141
2015
Q1 		$498K Buy
8,430
+2,046
+32% +$121K 0.14% 144
2014
Q4 		$376K Buy
6,384
+638
+11% +$37.5K 0.11% 150
2014
Q3 		$335K Buy
+5,746
New +$334K 0.1% 150

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

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

Perigon Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 3,892 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Perigon Wealth Management first reported a position in CMF in Q3 2014 and has held it in 25 quarters since. The position peaked at $2.18M in Q2 2018. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Perigon Wealth Management held 3,892 shares of iShares California Muni Bond ETF worth $221K as of Q1 2026.
  • Perigon Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
  • iShares California Muni Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1165 holding.
  • Perigon Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2014 and has held it in 25 quarters since.
  • Perigon Wealth Management's iShares California Muni Bond ETF position peaked at $2.18M in Q2 2018.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.