SC
CMF icon

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

Syon Capital’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 		$80.4M Buy
1,395,697
+43,569
+3% +$2.49M 3.5% 2
2026
Q1 		$76.9M Buy
1,352,128
+204,365
+18% +$11.8M 3.87% 1
2025
Q4 		$66M Sell
1,147,763
-3,571
-0.3% -$205K 3.29% 1
2025
Q3 		$65.7M Sell
1,151,334
-54,575
-5% -$3.05M 3.53% 2
2025
Q2 		$67.2M Sell
1,205,909
-140,364
-10% -$7.79M 4.43% 1
2025
Q1 		$75.8M Buy
+1,346,273
New +$76.5M 6.17% 1

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Syon Capital's CMF Position: Q2 2026 in Review

Syon Capital increased its iShares California Muni Bond ETF (CMF) stake by 3.2% in Q2 2026, buying an estimated $2.49M and bringing the position to 1,395,697 shares worth $80.4M. The position accounts for 3.5% of the portfolio, ranked #2.

Syon Capital first reported a position in CMF in Q1 2025 and has held it in 6 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Syon Capital held 1,395,697 shares of iShares California Muni Bond ETF worth $80.4M as of Q2 2026.
  • Syon Capital bought 43,569 iShares California Muni Bond ETF shares in Q2 2026, an estimated $2.49M.
  • iShares California Muni Bond ETF made up 3.5% of Syon Capital's portfolio in Q2 2026, its #2 holding.
  • Syon Capital first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.