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Umpqua Bank’s iShares California Muni Bond ETF CMF Stock Holding History

Umpqua Bank’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 		$4.64M Sell
80,426
-1,000
-1% -$57.3K 1.04% 19
2026
Q1 		$4.63M Buy
81,426
+600
+0.7% +$34.6K 1.32% 17
2025
Q4 		$4.64M Buy
80,826
+11,125
+16% +$639K 1.29% 15
2025
Q3 		$4M Buy
69,701
+8,650
+14% +$484K 1.12% 17
2025
Q2 		$3.39M Buy
61,051
+24,600
+67% +$1.37M 1.03% 23
2025
Q1 		$2.05M Buy
36,451
+225
+0.6% +$12.8K 0.71% 44
2024
Q4 		$2.04M Buy
36,226
+5,500
+18% +$316K 0.71% 42
2024
Q3 		$1.79M Buy
30,726
+5,442
+22% +$313K 0.65% 44
2024
Q2 		$1.44M Buy
+25,284
New +$1.44M 0.56% 50

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Umpqua Bank's CMF Position: Q2 2026 in Review

Umpqua Bank reduced its iShares California Muni Bond ETF (CMF) stake by 1.2% in Q2 2026, selling an estimated $57.3K and leaving 80,426 shares worth $4.64M. The position accounts for 1.04% of the portfolio, ranked #19.

Umpqua Bank first reported a position in CMF in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.64M in Q4 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Umpqua Bank held 80,426 shares of iShares California Muni Bond ETF worth $4.64M as of Q2 2026.
  • Umpqua Bank sold 1,000 iShares California Muni Bond ETF shares in Q2 2026, an estimated $57.3K.
  • iShares California Muni Bond ETF made up 1.04% of Umpqua Bank's portfolio in Q2 2026, its #19 holding.
  • Umpqua Bank first reported a position in iShares California Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Umpqua Bank's iShares California Muni Bond ETF position peaked at $4.64M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.