Seek First’s iShares California Muni Bond ETF CMF Stock Holding History

Seek First’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	$2.9M	Buy	+50,270	New	+$2.88M	1.83%	12

Other funds holding CMF

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Seek First's CMF Position: Q2 2026 in Review

Seek First opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 50,270 shares worth $2.9M. The stake represents 1.83% of the portfolio and ranks #12 among its holdings.

159 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Seek First held 50,270 shares of iShares California Muni Bond ETF worth $2.9M as of Q2 2026.
iShares California Muni Bond ETF was a new Seek First position in Q2 2026.
iShares California Muni Bond ETF made up 1.83% of Seek First's portfolio in Q2 2026, its #12 holding.
159 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.