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Tortuga Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Tortuga Wealth Management’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
-4,002
Closed -$228K – 136
2026
Q1 		$228K Buy
+4,002
New +$231K 0.21% 96

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FWI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
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SC
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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

Tortuga Wealth Management's CMF Position: Q2 2026 in Review

Tortuga Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 4,002 shares — an estimated $228K sold.

Tortuga Wealth Management first reported a position in CMF in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Tortuga Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Tortuga Wealth Management sold 4,002 iShares California Muni Bond ETF shares in Q2 2026, an estimated $228K.
  • Tortuga Wealth Management first reported a position in iShares California Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Tortuga Wealth Management's iShares California Muni Bond ETF position peaked at $228K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.