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WealthCollab’s iShares California Muni Bond ETF CMF Stock Holding History

WealthCollab’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 		$2.8M Buy
48,590
+2,214
+5% +$127K 1.01% 22
2026
Q1 		$2.64M Buy
46,376
+2,408
+5% +$139K 1.09% 22
2025
Q4 		$2.53M Buy
43,968
+2,230
+5% +$128K 1.03% 25
2025
Q3 		$2.38M Buy
41,738
+2,625
+7% +$147K 1.09% 24
2025
Q2 		$2.18M Buy
39,113
+3,664
+10% +$203K 1.22% 22
2025
Q1 		$2M Buy
35,449
+1,486
+4% +$84.5K 1.23% 22
2024
Q4 		$1.95M Buy
33,963
+4,897
+17% +$282K 1.24% 22
2024
Q3 		$1.69M Buy
29,066
+1,445
+5% +$83.2K 1.11% 23
2024
Q2 		$1.57M Buy
27,621
+5,493
+25% +$313K 1.13% 24
2024
Q1 		$1.27M Buy
22,128
+642
+3% +$37K 0.94% 23
2023
Q4 		$1.24M Buy
+21,486
New +$1.2M 0.97% 22

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

WealthCollab's CMF Position: Q2 2026 in Review

WealthCollab increased its iShares California Muni Bond ETF (CMF) stake by 4.8% in Q2 2026, buying an estimated $127K and bringing the position to 48,590 shares worth $2.8M. The position accounts for 1.01% of the portfolio, ranked #22.

WealthCollab first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • WealthCollab held 48,590 shares of iShares California Muni Bond ETF worth $2.8M as of Q2 2026.
  • WealthCollab bought 2,214 iShares California Muni Bond ETF shares in Q2 2026, an estimated $127K.
  • iShares California Muni Bond ETF made up 1.01% of WealthCollab's portfolio in Q2 2026, its #22 holding.
  • WealthCollab first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.