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

TME Financial’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	$467K	Sell	8,106 -201	-2%	-$11.5K	0.29%	46
2026 Q1	$472K	Buy	8,307 +66	+0.8%	+$3.81K	0.33%	44
2025 Q4	$474K	Buy	8,241 +68	+0.8%	+$3.9K	0.33%	45
2025 Q3	$466K	Buy	8,173 +174	+2%	+$9.73K	0.35%	45
2025 Q2	$446K	Sell	7,999 -4,388	-35%	-$244K	0.36%	46
2025 Q1	$697K	Sell	12,387 -856	-6%	-$48.7K	0.61%	35
2024 Q4	$770K	Buy	+13,243	New	+$761K	0.72%	31

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

TME Financial's CMF Position: Q2 2026 in Review

TME Financial reduced its iShares California Muni Bond ETF (CMF) stake by 2.4% in Q2 2026, selling an estimated $11.5K and leaving 8,106 shares worth $467K. The position accounts for 0.29% of the portfolio, ranked #46.

TME Financial first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $770K in Q4 2024. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

TME Financial held 8,106 shares of iShares California Muni Bond ETF worth $467K as of Q2 2026.
TME Financial sold 201 iShares California Muni Bond ETF shares in Q2 2026, an estimated $11.5K.
iShares California Muni Bond ETF made up 0.29% of TME Financial's portfolio in Q2 2026, its #46 holding.
TME Financial first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
TME Financial's iShares California Muni Bond ETF position peaked at $770K in Q4 2024.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.