TIAM2
CMF icon

Tru Independence Asset Management 2’s iShares California Muni Bond ETF CMF Stock Holding History

Tru Independence Asset Management 2’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 		$671K Hold
11,807
– – 0.41% 49
2025
Q4 		$678K Hold
11,807
– – 0.42% 49
2025
Q3 		$673K Sell
11,807
-1,050
-8% -$58.7K 0.44% 51
2025
Q2 		$717K Buy
12,857
+1,050
+9% +$58.3K 0.49% 51
2025
Q1 		$664K Sell
11,807
-1,247
-10% -$70.9K 0.5% 47
2024
Q4 		$748K Hold
13,054
– – 0.62% 37
2024
Q3 		$759K Buy
+13,054
New +$752K 0.64% 34
2023
Q1 		$691K Buy
+12,026
New +$684K 0.69% 33
2022
Q3 		$393K Hold
7,252
– – 0.42% 41
2022
Q2 		$409K Hold
7,252
– – 0.34% 40
2022
Q1 		$422K Hold
7,252
– – 0.24% 50
2021
Q4 		$452K Buy
+7,252
New +$451K 0.24% 74

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return