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Safeguard Investment Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History

Safeguard Investment Advisory Group’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 		$305K Sell
5,363
-133
-2% -$7.67K 0.08% 95
2025
Q4 		$316K Sell
5,496
-678
-11% -$38.9K 0.08% 97
2025
Q3 		$352K Sell
6,174
-10,101
-62% -$565K 0.09% 94
2025
Q2 		$907K Sell
16,275
-1,784
-10% -$99K 0.23% 50
2025
Q1 		$1.02M Sell
18,059
-750
-4% -$42.6K 0.28% 38
2024
Q4 		$1.08M Sell
18,809
-1,138
-6% -$65.4K 0.3% 35
2024
Q3 		$1.16M Sell
19,947
-859
-4% -$49.5K 0.33% 32
2024
Q2 		$1.18M Sell
20,806
-2,051
-9% -$117K 0.37% 29
2024
Q1 		$1.32M Sell
22,857
-3,497
-13% -$202K 0.45% 26
2023
Q4 		$1.53M Sell
26,354
-1,439
-5% -$80.3K 0.57% 23
2023
Q3 		$1.52M Sell
27,793
-1,395
-5% -$78.5K 0.66% 21
2023
Q2 		$1.66M Sell
29,188
-4,038
-12% -$230K 0.71% 22
2023
Q1 		$1.91M Sell
33,226
-1,933
-5% -$110K 0.92% 22
2022
Q4 		$1.97M Sell
35,159
-1,836
-5% -$102K 1.22% 20
2022
Q3 		$2M Sell
36,995
-13,761
-27% -$779K 1.37% 20
2022
Q2 		$2.95M Hold
50,756
– – 1.82% 15
2022
Q1 		$2.95M Buy
50,756
+5,102
+11% +$307K 2.02% 14
2021
Q4 		$2.85M Buy
45,654
+5,750
+14% +$357K 1.66% 16
2021
Q3 		$2.48M Buy
39,904
+25,746
+182% +$1.61M 1.6% 16
2021
Q2 		$886K Buy
14,158
+6,868
+94% +$429K 0.63% 28
2021
Q1 		$452K Sell
7,290
-367
-5% -$22.9K 0.4% 45
2020
Q4 		$481K Buy
+7,657
New +$478K 0.43% 40

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

Safeguard Investment Advisory Group's CMF Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its iShares California Muni Bond ETF (CMF) stake by 2.4% in Q1 2026, selling an estimated $7.67K and leaving 5,363 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #95.

Safeguard Investment Advisory Group first reported a position in CMF in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.95M in Q2 2022. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Safeguard Investment Advisory Group held 5,363 shares of iShares California Muni Bond ETF worth $305K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 133 iShares California Muni Bond ETF shares in Q1 2026, an estimated $7.67K.
  • iShares California Muni Bond ETF made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #95 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's iShares California Muni Bond ETF position peaked at $2.95M in Q2 2022.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.