Van Hulzen Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Van Hulzen Asset Management’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	$342K	Buy	5,935 +875	+17%	+$50.1K	0.02%	297
2026 Q1	$288K	Hold	5,060	–	–	0.02%	298
2025 Q4	$291K	Sell	5,060 -22	-0.4%	-$1.26K	0.02%	275
2025 Q3	$290K	Buy	+5,082	New	+$284K	0.02%	271
2025 Q1	–	Sell	-2,187	Closed	-$125K	–	445
2024 Q4	$125K	Buy	+2,187	New	+$126K	0.01%	370

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

Van Hulzen Asset Management's CMF Position: Q2 2026 in Review

Van Hulzen Asset Management increased its iShares California Muni Bond ETF (CMF) stake by 17% in Q2 2026, buying an estimated $50.1K and bringing the position to 5,935 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #297.

Van Hulzen Asset Management first reported a position in CMF in Q4 2024 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Van Hulzen Asset Management held 5,935 shares of iShares California Muni Bond ETF worth $342K as of Q2 2026.
Van Hulzen Asset Management bought 875 iShares California Muni Bond ETF shares in Q2 2026, an estimated $50.1K.
iShares California Muni Bond ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #297 holding.
Van Hulzen Asset Management first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.