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 Q3	$1.13M	Buy	20,791 +277	+1%	+$15.6K	0.18%	111
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Portfolio Design Labs's CMF Position: Q3 2026 in Review

Portfolio Design Labs increased its iShares California Muni Bond ETF (CMF) stake by 1.4% in Q3 2026, buying an estimated $15.6K and bringing the position to 20,791 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #111.

Portfolio Design Labs first reported a position in CMF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2026. 242 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Portfolio Design Labs held 20,791 shares of iShares California Muni Bond ETF worth $1.13M as of Q3 2026.
Portfolio Design Labs bought 277 iShares California Muni Bond ETF shares in Q3 2026, an estimated $15.6K.
iShares California Muni Bond ETF made up 0.18% of Portfolio Design Labs's portfolio in Q3 2026, its #111 holding.
Portfolio Design Labs first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Portfolio Design Labs's iShares California Muni Bond ETF position peaked at $1.18M in Q2 2026.
242 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.