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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
-4,000
Closed -$1.03M – 149
2025
Q4 		$1.03M Buy
+4,000
New +$230K 0.16% 89

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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. 349 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.
  • 349 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.