Seek First
CMF icon

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
Q3 		$3.69M Buy
68,252
+17,982
+36% +$1.01M 2.38% 10
2026
Q2 		$2.9M Buy
+50,270
New +$2.88M 1.83% 12

Other funds holding CMF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Seek First's CMF Position: Q3 2026 in Review

Seek First increased its iShares California Muni Bond ETF (CMF) stake by 36% in Q3 2026, buying an estimated $1.01M and bringing the position to 68,252 shares worth $3.69M. The position accounts for 2.38% of the portfolio, ranked #10.

Seek First first reported a position in CMF in Q2 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Seek First held 68,252 shares of iShares California Muni Bond ETF worth $3.69M as of Q3 2026.
  • Seek First bought 17,982 iShares California Muni Bond ETF shares in Q3 2026, an estimated $1.01M.
  • iShares California Muni Bond ETF made up 2.38% of Seek First's portfolio in Q3 2026, its #10 holding.
  • Seek First first reported a position in iShares California Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.