Quantinno Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Quantinno Capital 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 Q2	$3.18M	Buy	55,094 +92	+0.2%	+$5.27K	﹤0.01%	1595
2026 Q1	$3.13M	Buy	55,002 +7,299	+15%	+$421K	0.01%	1369
2025 Q4	$2.74M	Buy	47,703 +4,304	+10%	+$247K	0.01%	1253
2025 Q3	$2.48M	Buy	43,399 +18,438	+74%	+$1.03M	0.01%	1157
2025 Q2	$1.39M	Buy	+24,961	New	+$1.39M	0.01%	1203

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Quantinno Capital Management's CMF Position: Q2 2026 in Review

Quantinno Capital Management increased its iShares California Muni Bond ETF (CMF) stake by 0.17% in Q2 2026, buying an estimated $5.27K and bringing the position to 55,094 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Quantinno Capital Management first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Quantinno Capital Management held 55,094 shares of iShares California Muni Bond ETF worth $3.18M as of Q2 2026.
Quantinno Capital Management bought 92 iShares California Muni Bond ETF shares in Q2 2026, an estimated $5.27K.
iShares California Muni Bond ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #1595 holding.
Quantinno Capital Management first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.