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

Union Savings 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 		$304K Hold
5,279
– – 0.12% 102
2026
Q1 		$300K Sell
5,279
-2,668
-34% -$154K 0.13% 102
2025
Q4 		$457K Buy
+7,947
New +$456K 0.2% 86
2025
Q2 		$355K Buy
6,411
+380
+6% +$21.1K 0.16% 99
2025
Q1 		$339K Buy
+6,031
New +$343K 0.17% 99

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

Union Savings Bank's CMF Position: Q2 2026 in Review

Union Savings Bank held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 5,279 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #102.

Union Savings Bank first reported a position in CMF in Q1 2025 and has held it in 5 quarters since. The position peaked at $457K in Q4 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Union Savings Bank held 5,279 shares of iShares California Muni Bond ETF worth $304K as of Q2 2026.
  • Union Savings Bank left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.12% of Union Savings Bank's portfolio in Q2 2026, its #102 holding.
  • Union Savings Bank first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Union Savings Bank's iShares California Muni Bond ETF position peaked at $457K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.