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Rinkey Investments’s iShares California Muni Bond ETF CMF Stock Holding History

Rinkey Investments’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 		$15.4M Buy
266,511
+7,548
+3% +$432K 3.62% 8
2026
Q1 		$14.7M Buy
258,963
+65,282
+34% +$3.77M 3.77% 8
2025
Q4 		$11.1M Sell
193,681
-56,199
-22% -$3.23M 2.83% 10
2025
Q3 		$14.3M Buy
249,880
+5,622
+2% +$315K 3.78% 7
2025
Q2 		$13.6M Buy
244,258
+156,087
+177% +$8.67M 4.09% 6
2025
Q1 		$4.96M Sell
88,171
-92,518
-51% -$5.26M 1.57% 16
2024
Q4 		$10.3M Sell
180,689
-16,833
-9% -$968K 3.31% 10
2024
Q3 		$11.5M Buy
197,522
+85,326
+76% +$4.91M 3.71% 7
2024
Q2 		$6.38M Buy
112,196
+829
+0.7% +$47.2K 2.29% 11
2024
Q1 		$6.41M Buy
111,367
+1,585
+1% +$91.5K 2.34% 11
2023
Q4 		$6.36M Buy
109,782
+15,918
+17% +$888K 2.5% 11
2023
Q3 		$5.15M Buy
93,864
+5,247
+6% +$295K 2.36% 12
2023
Q2 		$5.05M Buy
88,617
+53,937
+156% +$3.07M 2.31% 12
2023
Q1 		$1.99M Buy
34,680
+3,440
+11% +$196K 1.04% 20
2022
Q4 		$1.75M Buy
31,240
+8,574
+38% +$476K 1.05% 19
2022
Q3 		$1.25M Buy
22,666
+15,600
+221% +$883K 0.95% 17
2022
Q2 		$409K Sell
7,066
-342
-5% -$19.3K 0.36% 26
2022
Q1 		$417K Sell
7,408
-429
-5% -$25.8K 0.41% 24
2021
Q4 		$483K Buy
+7,837
New +$487K 0.44% 24

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

Rinkey Investments's CMF Position: Q2 2026 in Review

Rinkey Investments increased its iShares California Muni Bond ETF (CMF) stake by 2.9% in Q2 2026, buying an estimated $432K and bringing the position to 266,511 shares worth $15.4M. The position accounts for 3.62% of the portfolio, ranked #8.

Rinkey Investments first reported a position in CMF in Q4 2021 and has held it in 19 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Rinkey Investments held 266,511 shares of iShares California Muni Bond ETF worth $15.4M as of Q2 2026.
  • Rinkey Investments bought 7,548 iShares California Muni Bond ETF shares in Q2 2026, an estimated $432K.
  • iShares California Muni Bond ETF made up 3.62% of Rinkey Investments's portfolio in Q2 2026, its #8 holding.
  • Rinkey Investments first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.