Sanctuary Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Sanctuary Advisors’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	$8.08M	Buy	140,131 +10,754	+8%	+$616K	0.04%	471
2026 Q1	$7.36M	Buy	129,377 +8,246	+7%	+$476K	0.04%	456
2025 Q4	$6.96M	Buy	121,131 +264	+0.2%	+$15.2K	0.04%	461
2025 Q3	$6.89M	Buy	120,867 +78,519	+185%	+$4.39M	0.04%	436
2025 Q2	$2.36M	Sell	42,348 -3,159	-7%	-$175K	0.01%	772
2025 Q1	$2.56M	Sell	45,507 -38,247	-46%	-$2.17M	0.02%	698
2024 Q4	$4.78M	Sell	83,754 -9,192	-10%	-$529K	0.03%	509
2024 Q3	$5.35M	Buy	92,946 +28,104	+43%	+$1.62M	0.03%	481
2024 Q2	$3.68M	Buy	+64,842	New	+$3.69M	0.03%	564

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

Sanctuary Advisors's CMF Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares California Muni Bond ETF (CMF) stake by 8.3% in Q2 2026, buying an estimated $616K and bringing the position to 140,131 shares worth $8.08M. The position accounts for 0.04% of the portfolio, ranked #471.

Sanctuary Advisors first reported a position in CMF in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Sanctuary Advisors held 140,131 shares of iShares California Muni Bond ETF worth $8.08M as of Q2 2026.
Sanctuary Advisors bought 10,754 iShares California Muni Bond ETF shares in Q2 2026, an estimated $616K.
iShares California Muni Bond ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #471 holding.
Sanctuary Advisors first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.