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Summit Trail Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Summit Trail Advisors’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 		$3.82M Buy
66,263
+545
+0.8% +$31.2K 0.05% 261
2026
Q1 		$3.74M Hold
65,718
– – 0.05% 228
2025
Q4 		$3.78M Hold
65,718
– – 0.07% 172
2025
Q3 		$3.75M Hold
65,718
– – 0.05% 191
2025
Q2 		$3.66M Buy
+65,718
New +$3.65M 0.06% 158

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

Summit Trail Advisors's CMF Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.83% in Q2 2026, buying an estimated $31.2K and bringing the position to 66,263 shares worth $3.82M. The position accounts for 0.05% of the portfolio, ranked #261.

Summit Trail Advisors first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Summit Trail Advisors held 66,263 shares of iShares California Muni Bond ETF worth $3.82M as of Q2 2026.
  • Summit Trail Advisors bought 545 iShares California Muni Bond ETF shares in Q2 2026, an estimated $31.2K.
  • iShares California Muni Bond ETF made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #261 holding.
  • Summit Trail Advisors first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.