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

Traveka Wealth’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 		$2.85M Sell
49,410
-278
-0.6% -$15.9K 0.95% 24
2026
Q1 		$2.83M Sell
49,688
-13,845
-22% -$799K 1.08% 24
2025
Q4 		$3.65M Buy
63,533
+186
+0.3% +$10.7K 1.49% 18
2025
Q3 		$3.61M Sell
63,347
-12,019
-16% -$672K 1.61% 17
2025
Q2 		$4.2M Sell
75,366
-2,749
-4% -$153K 2.23% 14
2025
Q1 		$4.4M Sell
78,115
-224
-0.3% -$12.7K 2.46% 11
2024
Q4 		$4.49M Buy
78,339
+510
+0.7% +$29.3K 2.47% 12
2024
Q3 		$4.52M Sell
77,829
-2,283
-3% -$131K 2.3% 12
2024
Q2 		$4.56M Sell
80,112
-14,065
-15% -$800K 2.22% 11
2024
Q1 		$5.42M Buy
94,177
+2,029
+2% +$117K 2.5% 8
2023
Q4 		$5.34M Buy
+92,148
New +$5.14M 2.69% 7

Other funds holding CMF

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Traveka Wealth's CMF Position: Q2 2026 in Review

Traveka Wealth reduced its iShares California Muni Bond ETF (CMF) stake by 0.56% in Q2 2026, selling an estimated $15.9K and leaving 49,410 shares worth $2.85M. The position accounts for 0.95% of the portfolio, ranked #24.

Traveka Wealth first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.42M in Q1 2024. 172 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Traveka Wealth held 49,410 shares of iShares California Muni Bond ETF worth $2.85M as of Q2 2026.
  • Traveka Wealth sold 278 iShares California Muni Bond ETF shares in Q2 2026, an estimated $15.9K.
  • iShares California Muni Bond ETF made up 0.95% of Traveka Wealth's portfolio in Q2 2026, its #24 holding.
  • Traveka Wealth first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's iShares California Muni Bond ETF position peaked at $5.42M in Q1 2024.
  • 172 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.