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Portfolio Design Labs’s iShares California Muni Bond ETF CMF Stock Holding History

Portfolio Design Labs’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 		$1.18M Buy
20,514
+6,539
+47% +$374K 0.19% 104
2026
Q1 		$795K Sell
13,975
-562
-4% -$32.4K 0.14% 148
2025
Q4 		$835K Sell
14,537
-186
-1% -$10.7K 0.14% 147
2025
Q3 		$840K Sell
14,723
-683
-4% -$38.2K 0.14% 149
2025
Q2 		$859K Buy
+15,406
New +$855K 0.17% 83

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

Portfolio Design Labs's CMF Position: Q2 2026 in Review

Portfolio Design Labs increased its iShares California Muni Bond ETF (CMF) stake by 47% in Q2 2026, buying an estimated $374K and bringing the position to 20,514 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #104.

Portfolio Design Labs first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Portfolio Design Labs held 20,514 shares of iShares California Muni Bond ETF worth $1.18M as of Q2 2026.
  • Portfolio Design Labs bought 6,539 iShares California Muni Bond ETF shares in Q2 2026, an estimated $374K.
  • iShares California Muni Bond ETF made up 0.19% of Portfolio Design Labs's portfolio in Q2 2026, its #104 holding.
  • Portfolio Design Labs first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.