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

Stordahl 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	$474K	Buy	8,225 +17	+0.2%	+$973	0.09%	47
2026 Q1	$467K	Hold	8,208	–	–	0.1%	44
2025 Q4	$472K	Buy	8,208 +4,232	+106%	+$243K	0.1%	42
2025 Q3	$227K	Buy	3,976 +20	+0.5%	+$1.12K	0.05%	58
2025 Q2	$221K	Buy	3,956 +283	+8%	+$15.7K	0.05%	59
2025 Q1	$207K	Buy	+3,673	New	+$209K	0.05%	57
2023 Q4	–	Sell	-7,162	Closed	-$393K	–	53
2023 Q3	$393K	Buy	+7,162	New	+$403K	0.12%	36

Other funds holding CMF

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

OGF

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Stordahl Capital Management's CMF Position: Q2 2026 in Review

Stordahl Capital Management increased its iShares California Muni Bond ETF (CMF) stake by 0.21% in Q2 2026, buying an estimated $973 and bringing the position to 8,225 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #47.

Stordahl Capital Management first reported a position in CMF in Q3 2023 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Stordahl Capital Management held 8,225 shares of iShares California Muni Bond ETF worth $474K as of Q2 2026.
Stordahl Capital Management bought 17 iShares California Muni Bond ETF shares in Q2 2026, an estimated $973.
iShares California Muni Bond ETF made up 0.09% of Stordahl Capital Management's portfolio in Q2 2026, its #47 holding.
Stordahl Capital Management first reported a position in iShares California Muni Bond ETF in Q3 2023 and has held it in 7 quarters since.
99 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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