True Link Financial Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

True Link Financial Advisors’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	$989K	Buy	17,154 +5,544	+48%	+$317K	0.06%	31
2026 Q1	$660K	Sell	11,610 -200	-2%	-$11.5K	0.04%	39
2025 Q4	$679K	Hold	11,810	–	–	0.04%	48
2025 Q3	$674K	Hold	11,810	–	–	0.04%	45
2025 Q2	$658K	Sell	11,810 -350	-3%	-$19.4K	0.05%	41
2025 Q1	$684K	Buy	12,160 +710	+6%	+$40.4K	0.05%	43
2024 Q4	$656K	Buy	11,450 +900	+9%	+$51.8K	0.06%	33
2024 Q3	$613K	Hold	10,550	–	–	0.05%	34
2024 Q2	$600K	Buy	10,550 +250	+2%	+$14.2K	0.06%	34
2024 Q1	$593K	Buy	+10,300	New	+$594K	0.06%	35

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

True Link Financial Advisors's CMF Position: Q2 2026 in Review

True Link Financial Advisors increased its iShares California Muni Bond ETF (CMF) stake by 48% in Q2 2026, buying an estimated $317K and bringing the position to 17,154 shares worth $989K. The position accounts for 0.06% of the portfolio, ranked #31.

True Link Financial Advisors first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

True Link Financial Advisors held 17,154 shares of iShares California Muni Bond ETF worth $989K as of Q2 2026.
True Link Financial Advisors bought 5,544 iShares California Muni Bond ETF shares in Q2 2026, an estimated $317K.
iShares California Muni Bond ETF made up 0.06% of True Link Financial Advisors's portfolio in Q2 2026, its #31 holding.
True Link Financial Advisors first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.