Two West Capital Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Two West Capital 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	$811K	Hold	14,212	–	–	0.4%	47
2026 Q1	$814K	Buy	14,212 +1,075	+8%	+$62K	0.43%	46
2025 Q4	$755K	Hold	13,137	–	–	0.44%	41
2025 Q3	$757K	Hold	13,137	–	–	0.46%	35
2025 Q2	$726K	Buy	13,137 +6,147	+88%	+$341K	0.48%	34
2025 Q1	$382K	Buy	6,990 +1,759	+34%	+$100K	0.32%	46
2024 Q4	$300K	Buy	+5,231	New	+$301K	0.26%	54

Other funds holding CMF

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

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Two West Capital Advisors's CMF Position: Q2 2026 in Review

Two West Capital Advisors held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 14,212 shares worth $811K. The position accounts for 0.4% of the portfolio, ranked #47.

Two West Capital Advisors first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $814K in Q1 2026. 110 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Two West Capital Advisors held 14,212 shares of iShares California Muni Bond ETF worth $811K as of Q2 2026.
Two West Capital Advisors left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.4% of Two West Capital Advisors's portfolio in Q2 2026, its #47 holding.
Two West Capital Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Two West Capital Advisors's iShares California Muni Bond ETF position peaked at $814K in Q1 2026.
110 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.