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Spinnaker Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

Spinnaker Investment 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 		$1.46M Buy
25,279
+8,127
+47% +$465K 0.23% 44
2026
Q1 		$975K Sell
17,152
-4,853
-22% -$280K 0.2% 44
2025
Q4 		$1.26M Buy
22,005
+3,781
+21% +$217K 0.23% 39
2025
Q3 		$1.04M Sell
18,224
-509
-3% -$28.5K 0.2% 43
2025
Q2 		$1.04M Sell
18,733
-2,880
-13% -$160K 0.25% 32
2025
Q1 		$1.22M Sell
21,613
-19,448
-47% -$1.11M 0.28% 32
2024
Q4 		$2.35M Buy
41,061
+1,043
+3% +$60K 0.57% 18
2024
Q3 		$2.33M Sell
40,018
-6,408
-14% -$369K 0.57% 17
2024
Q2 		$2.64M Sell
46,426
-10,975
-19% -$624K 0.73% 16
2024
Q1 		$3.3M Buy
57,401
+5,385
+10% +$311K 0.93% 14
2023
Q4 		$3.01M Sell
52,016
-20,771
-29% -$1.16M 0.91% 15
2023
Q3 		$3.99M Sell
72,787
-1,819
-2% -$102K 1.34% 13
2023
Q2 		$4.25M Buy
74,606
+2,469
+3% +$141K 1.4% 13
2023
Q1 		$4.14M Sell
72,137
-290
-0.4% -$16.5K 1.46% 13
2022
Q4 		$4.06M Buy
72,427
+1,433
+2% +$79.5K 1.45% 14
2022
Q3 		$3.85M Buy
70,994
+18,398
+35% +$1.04M 1.51% 14
2022
Q2 		$2.97M Buy
52,596
+1,110
+2% +$62.7K 1.21% 16
2022
Q1 		$2.99M Buy
51,486
+175
+0.3% +$10.5K 0.97% 20
2021
Q4 		$3.15M Buy
+51,311
New +$3.19M 1.11% 18

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

Spinnaker Investment Group's CMF Position: Q2 2026 in Review

Spinnaker Investment Group increased its iShares California Muni Bond ETF (CMF) stake by 47% in Q2 2026, buying an estimated $465K and bringing the position to 25,279 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #44.

Spinnaker Investment Group first reported a position in CMF in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.25M in Q2 2023. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Spinnaker Investment Group held 25,279 shares of iShares California Muni Bond ETF worth $1.46M as of Q2 2026.
  • Spinnaker Investment Group bought 8,127 iShares California Muni Bond ETF shares in Q2 2026, an estimated $465K.
  • iShares California Muni Bond ETF made up 0.23% of Spinnaker Investment Group's portfolio in Q2 2026, its #44 holding.
  • Spinnaker Investment Group first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's iShares California Muni Bond ETF position peaked at $4.25M in Q2 2023.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.