SRCM
CMF icon

Signature Resources Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Signature Resources Capital Management’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 		$3.46K Hold
60
– – ﹤0.01% 479
2026
Q1 		$3.41K Hold
60
– – ﹤0.01% 449
2025
Q4 		$3.45K Hold
60
– – ﹤0.01% 409
2025
Q3 		$3.42K Sell
60
-1,793
-97% -$100K ﹤0.01% 377
2025
Q2 		$103K Hold
1,853
– – 0.06% 84
2025
Q1 		$104K Sell
1,853
-115
-6% -$6.54K 0.09% 71
2024
Q4 		$113K Hold
1,968
– – 0.1% 66
2024
Q3 		$114K Buy
1,968
+12
+0.6% +$691 0.1% 63
2024
Q2 		$111K Sell
1,956
-1,561
-44% -$88.8K 0.09% 64
2024
Q1 		$204K Hold
3,517
– – 0.19% 43
2023
Q4 		$204K Buy
+3,517
New +$196K 0.19% 43

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Signature Resources Capital Management's CMF Position: Q2 2026 in Review

Signature Resources Capital Management held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 60 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Signature Resources Capital Management first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $204K in Q1 2024. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Signature Resources Capital Management held 60 shares of iShares California Muni Bond ETF worth $3.46K as of Q2 2026.
  • Signature Resources Capital Management left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up ﹤0.01% of Signature Resources Capital Management's portfolio in Q2 2026, its #479 holding.
  • Signature Resources Capital Management first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Signature Resources Capital Management's iShares California Muni Bond ETF position peaked at $204K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.