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 Q2	$681K	Hold	11,807	–	–	0.37%	49
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Tru Independence Asset Management 2's CMF Position: Q2 2026 in Review

Tru Independence Asset Management 2 held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 11,807 shares worth $681K. The position accounts for 0.37% of the portfolio, ranked #49.

Tru Independence Asset Management 2 first reported a position in CMF in Q4 2021 and has held it in 13 quarters since. The position peaked at $759K in Q3 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Tru Independence Asset Management 2 held 11,807 shares of iShares California Muni Bond ETF worth $681K as of Q2 2026.
Tru Independence Asset Management 2 left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.37% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #49 holding.
Tru Independence Asset Management 2 first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 13 quarters since.
Tru Independence Asset Management 2's iShares California Muni Bond ETF position peaked at $759K in Q3 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.