Tillman Hartley LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Tillman Hartley LLC’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	$1.1M	Hold	19,126	–	–	0.25%	48
2026 Q1	$1.09M	Hold	19,126	–	–	0.27%	48
2025 Q4	$1.1M	Buy	19,126 +358	+2%	+$20.6K	0.28%	48
2025 Q3	$1.07M	Hold	18,768	–	–	0.28%	50
2025 Q2	$1.05M	Hold	18,768	–	–	0.3%	45
2025 Q1	$1.06M	Hold	18,768	–	–	0.31%	39
2024 Q4	$1.08M	Hold	18,768	–	–	0.31%	40
2024 Q3	$1.09M	Hold	18,768	–	–	0.32%	32
2024 Q2	$1.07M	Hold	18,768	–	–	0.36%	34
2024 Q1	$1.08M	Hold	18,768	–	–	0.37%	30
2023 Q4	$1.09M	Buy	18,768 +2,845	+18%	+$159K	0.4%	30
2023 Q3	$873K	Hold	15,923	–	–	0.36%	33
2023 Q2	$907K	Buy	15,923 +3,566	+29%	+$203K	0.36%	32
2023 Q1	$710K	Hold	12,357	–	–	0.3%	34
2022 Q4	$693K	Buy	+12,357	New	+$686K	0.3%	34

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

Tillman Hartley LLC's CMF Position: Q2 2026 in Review

Tillman Hartley LLC held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 19,126 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #48.

Tillman Hartley LLC first reported a position in CMF in Q4 2022 and has held it in 15 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Tillman Hartley LLC held 19,126 shares of iShares California Muni Bond ETF worth $1.1M as of Q2 2026.
Tillman Hartley LLC left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.25% of Tillman Hartley LLC's portfolio in Q2 2026, its #48 holding.
Tillman Hartley LLC first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Tillman Hartley LLC's 13F filing for Q2 2026, filed 6 Aug 2026.