Triumph Capital Management
CMF icon

Triumph Capital Management’s iShares California Muni Bond ETF CMF Stock Holding History

Triumph Capital 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
Q3 		$215K Buy
3,979
+215
+6% +$12.1K 0.04% 357
2026
Q2 		$217K Hold
3,764
– – 0.04% 344
2026
Q1 		$214K Buy
+3,764
New +$217K 0.04% 324

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Facet Wealth Inc
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
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TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Triumph Capital Management's CMF Position: Q3 2026 in Review

Triumph Capital Management increased its iShares California Muni Bond ETF (CMF) stake by 5.7% in Q3 2026, buying an estimated $12.1K and bringing the position to 3,979 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #357.

Triumph Capital Management first reported a position in CMF in Q1 2026 and has held it in 3 quarters since. The position peaked at $217K in Q2 2026. 313 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Triumph Capital Management held 3,979 shares of iShares California Muni Bond ETF worth $215K as of Q3 2026.
  • Triumph Capital Management bought 215 iShares California Muni Bond ETF shares in Q3 2026, an estimated $12.1K.
  • iShares California Muni Bond ETF made up 0.04% of Triumph Capital Management's portfolio in Q3 2026, its #357 holding.
  • Triumph Capital Management first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares California Muni Bond ETF position peaked at $217K in Q2 2026.
  • 313 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.