SFE Investment Counsel’s iShares California Muni Bond ETF CMF Stock Holding History

SFE Investment Counsel’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 Q1	–	Sell	-3,997	Closed	-$230K	–	148
2025 Q4	$230K	Hold	3,997	–	–	0.04%	134
2025 Q3	$228K	Sell	3,997 -2,101	-34%	-$118K	0.04%	134
2025 Q2	$340K	Sell	6,098 -1,287	-17%	-$71.5K	0.06%	115
2025 Q1	$416K	Buy	+7,385	New	+$420K	0.08%	106

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWI

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFE Investment Counsel's CMF Position: Q1 2026 in Review

SFE Investment Counsel sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 3,997 shares — an estimated $230K sold.

SFE Investment Counsel first reported a position in CMF in Q1 2025 and held it in 4 quarters. The position peaked at $416K in Q1 2025. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

SFE Investment Counsel reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
SFE Investment Counsel sold 3,997 iShares California Muni Bond ETF shares in Q1 2026, an estimated $230K.
SFE Investment Counsel first reported a position in iShares California Muni Bond ETF in Q1 2025 and held it in 4 quarters.
SFE Investment Counsel's iShares California Muni Bond ETF position peaked at $416K in Q1 2025.
351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.