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 Q1	$228K	Buy	+4,002	New	+$231K	0.21%	96

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tortuga Wealth Management's CMF Position: Q1 2026 in Review

Tortuga Wealth Management opened a new position in iShares California Muni Bond ETF (CMF) in Q1 2026: 4,002 shares worth $228K. The stake represents 0.21% of the portfolio and ranks #96 among its holdings.

349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Tortuga Wealth Management held 4,002 shares of iShares California Muni Bond ETF worth $228K as of Q1 2026.
iShares California Muni Bond ETF was a new Tortuga Wealth Management position in Q1 2026.
iShares California Muni Bond ETF made up 0.21% of Tortuga Wealth Management's portfolio in Q1 2026, its #96 holding.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.