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Sand Hill Global Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Sand Hill Global 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 		$4.1M Buy
71,158
+1,193
+2% +$68.3K 0.12% 84
2026
Q1 		$3.98M Sell
69,965
-5,336
-7% -$308K 0.13% 84
2025
Q4 		$4.33M Sell
75,301
-2,152
-3% -$124K 0.15% 83
2025
Q3 		$4.42M Sell
77,453
-11,862
-13% -$664K 0.16% 82
2025
Q2 		$4.98M Buy
+89,315
New +$4.96M 0.18% 76

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

Sand Hill Global Advisors's CMF Position: Q2 2026 in Review

Sand Hill Global Advisors increased its iShares California Muni Bond ETF (CMF) stake by 1.7% in Q2 2026, buying an estimated $68.3K and bringing the position to 71,158 shares worth $4.1M. The position accounts for 0.12% of the portfolio, ranked #84.

Sand Hill Global Advisors first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.98M in Q2 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Sand Hill Global Advisors held 71,158 shares of iShares California Muni Bond ETF worth $4.1M as of Q2 2026.
  • Sand Hill Global Advisors bought 1,193 iShares California Muni Bond ETF shares in Q2 2026, an estimated $68.3K.
  • iShares California Muni Bond ETF made up 0.12% of Sand Hill Global Advisors's portfolio in Q2 2026, its #84 holding.
  • Sand Hill Global Advisors first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Sand Hill Global Advisors's iShares California Muni Bond ETF position peaked at $4.98M in Q2 2025.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.