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SimpliFi Inc’s iShares California Muni Bond ETF CMF Stock Holding History

SimpliFi Inc’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 		$1.84M Sell
31,914
-928
-3% -$53.1K 0.73% 14
2026
Q1 		$1.87M Buy
32,842
+1,149
+4% +$66.3K 0.78% 14
2025
Q4 		$1.82M Buy
31,693
+5,658
+22% +$325K 0.77% 14
2025
Q3 		$1.49M Buy
26,035
+199
+0.8% +$11.1K 0.64% 17
2025
Q2 		$1.44M Buy
25,836
+1,168
+5% +$64.8K 0.63% 17
2025
Q1 		$1.39M Buy
24,668
+468
+2% +$26.6K 0.64% 16
2024
Q4 		$1.39M Sell
24,200
-597
-2% -$34.3K 0.63% 17
2024
Q3 		$1.44M Buy
24,797
+169
+0.7% +$9.73K 0.64% 17
2024
Q2 		$1.4M Buy
24,628
+389
+2% +$22.1K 0.65% 17
2024
Q1 		$1.39M Sell
24,239
-2,592
-10% -$150K 0.64% 17
2023
Q4 		$1.47M Hold
26,831
– – 0.72% 15
2023
Q3 		$1.47M Buy
26,831
+156
+0.6% +$8.78K 0.73% 15
2023
Q2 		$1.52M Buy
26,675
+10,263
+63% +$585K 0.72% 16
2023
Q1 		$942K Buy
+16,412
New +$934K 0.46% 20

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 $4.91B AUM 31.75% 1-Year Est. Return

SimpliFi Inc's CMF Position: Q2 2026 in Review

SimpliFi Inc reduced its iShares California Muni Bond ETF (CMF) stake by 2.8% in Q2 2026, selling an estimated $53.1K and leaving 31,914 shares worth $1.84M. The position accounts for 0.73% of the portfolio, ranked #14.

SimpliFi Inc first reported a position in CMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.87M in Q1 2026. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • SimpliFi Inc held 31,914 shares of iShares California Muni Bond ETF worth $1.84M as of Q2 2026.
  • SimpliFi Inc sold 928 iShares California Muni Bond ETF shares in Q2 2026, an estimated $53.1K.
  • iShares California Muni Bond ETF made up 0.73% of SimpliFi Inc's portfolio in Q2 2026, its #14 holding.
  • SimpliFi Inc first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • SimpliFi Inc's iShares California Muni Bond ETF position peaked at $1.87M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.