Silver Oak Wealth Advisors Services’s iShares California Muni Bond ETF CMF Stock Holding History

Silver Oak Wealth Advisors Services’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	$3.49M	Sell	60,464 -6,072	-9%	-$348K	2.09%	12
2026 Q1	$3.78M	Sell	66,536 -25,921	-28%	-$1.5M	2.46%	10
2025 Q4	$5.31M	Buy	92,457 +528	+0.6%	+$30.3K	3.43%	8
2025 Q3	$5.24M	Buy	91,929 +12,384	+16%	+$693K	3.46%	8
2025 Q2	$4.43M	Buy	79,545 +55,410	+230%	+$3.08M	3.19%	8
2025 Q1	$1.36M	Buy	24,135 +4,711	+24%	+$268K	1.21%	15
2024 Q4	$1.11M	Buy	+19,424	New	+$1.12M	0.96%	18

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Silver Oak Wealth Advisors Services's CMF Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its iShares California Muni Bond ETF (CMF) stake by 9.1% in Q2 2026, selling an estimated $348K and leaving 60,464 shares worth $3.49M. The position accounts for 2.09% of the portfolio, ranked #12.

Silver Oak Wealth Advisors Services first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.31M in Q4 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Silver Oak Wealth Advisors Services held 60,464 shares of iShares California Muni Bond ETF worth $3.49M as of Q2 2026.
Silver Oak Wealth Advisors Services sold 6,072 iShares California Muni Bond ETF shares in Q2 2026, an estimated $348K.
iShares California Muni Bond ETF made up 2.09% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #12 holding.
Silver Oak Wealth Advisors Services first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Silver Oak Wealth Advisors Services's iShares California Muni Bond ETF position peaked at $5.31M in Q4 2025.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.