Tidemark’s iShares California Muni Bond ETF CMF Stock Holding History

Tidemark’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	$235K	Hold	4,076	–	–	0.05%	144
2026 Q1	$232K	Hold	4,076	–	–	0.06%	130
2025 Q4	$234K	Hold	4,076	–	–	0.07%	118
2025 Q3	$232K	Buy	4,076 +3,026	+288%	+$169K	0.07%	123
2025 Q2	$58.5K	Hold	1,050	–	–	0.02%	221
2025 Q1	$59.1K	Sell	1,050 -4,498	-81%	-$256K	0.02%	222
2024 Q4	$318K	Buy	5,548 +4,498	+428%	+$259K	0.12%	84
2024 Q3	$61K	Hold	1,050	–	–	0.03%	205
2024 Q2	$59.7K	Sell	1,050 -750	-42%	-$42.7K	0.03%	188
2024 Q1	$104K	Hold	1,800	–	–	0.06%	168
2023 Q4	$104K	Buy	+1,800	New	+$100K	0.07%	159

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Tidemark's CMF Position: Q2 2026 in Review

Tidemark held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 4,076 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #144.

Tidemark first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $318K in Q4 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Tidemark held 4,076 shares of iShares California Muni Bond ETF worth $235K as of Q2 2026.
Tidemark left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.05% of Tidemark's portfolio in Q2 2026, its #144 holding.
Tidemark first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's iShares California Muni Bond ETF position peaked at $318K in Q4 2024.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.