Shum Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Shum Financial Group’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	$214K	Buy	+3,706	New	+$212K	0.13%	106

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

West Wealth Group Irvine, California $611M AUM 26.21% 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

Shum Financial Group's CMF Position: Q2 2026 in Review

Shum Financial Group opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 3,706 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #106 among its holdings.

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

Shum Financial Group held 3,706 shares of iShares California Muni Bond ETF worth $214K as of Q2 2026.
iShares California Muni Bond ETF was a new Shum Financial Group position in Q2 2026.
iShares California Muni Bond ETF made up 0.13% of Shum Financial Group's portfolio in Q2 2026, its #106 holding.
209 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.