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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
Q2 		$357K Buy
6,193
+830
+15% +$47.5K 0.08% 112
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 $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
Facet Wealth Inc
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
EP Wealth Advisors
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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Safeguard Investment Advisory Group's CMF Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its iShares California Muni Bond ETF (CMF) stake by 15% in Q2 2026, buying an estimated $47.5K and bringing the position to 6,193 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #112.

Safeguard Investment Advisory Group first reported a position in CMF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.95M in Q2 2022. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Safeguard Investment Advisory Group held 6,193 shares of iShares California Muni Bond ETF worth $357K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 830 iShares California Muni Bond ETF shares in Q2 2026, an estimated $47.5K.
  • iShares California Muni Bond ETF made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #112 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's iShares California Muni Bond ETF position peaked at $2.95M in Q2 2022.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.