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Team Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Team Financial 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 		– Sell
-33
Closed -$1.88K – 88
2026
Q1 		$1.88K Hold
33
– – ﹤0.01% 255
2025
Q4 		$1.9K Hold
33
– – ﹤0.01% 245
2025
Q3 		$1.88K Hold
33
– – ﹤0.01% 238
2025
Q2 		$1.84K Buy
+33
New +$1.83K ﹤0.01% 232
2024
Q1 		– Sell
-56
Closed -$3.25K – 59
2023
Q4 		$3.25K Sell
56
-1,135
-95% -$63.3K ﹤0.01% 161
2023
Q3 		$65.3K Buy
+1,191
New +$67K 0.05% 54

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
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
AC
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
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Team Financial Group's CMF Position: Q2 2026 in Review

Team Financial Group sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 33 shares — an estimated $1.88K sold.

Team Financial Group first reported a position in CMF in Q3 2023 and held it in 6 quarters. The position peaked at $65.3K in Q3 2023. 110 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Team Financial Group reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 33 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.88K.
  • Team Financial Group first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's iShares California Muni Bond ETF position peaked at $65.3K in Q3 2023.
  • 110 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.