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Weaver Consulting Group’s iShares California Muni Bond ETF CMF Stock Holding History

Weaver Consulting Group’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 		– Sell
-4,246
Closed -$241K – 298
2026
Q1 		$241K Buy
+4,246
New +$245K 0.06% 245
2024
Q4 		– Sell
-4,391
Closed -$255K – 224
2024
Q3 		$255K Buy
4,391
+2
+0% +$115 0.08% 185
2024
Q2 		$250K Buy
4,389
+2
+0% +$114 0.09% 170
2024
Q1 		$252K Buy
4,387
+2
+0% +$115 0.09% 168
2023
Q4 		$254K Buy
4,385
+3
+0.1% +$167 0.1% 161
2023
Q3 		$240K Buy
4,382
+1
+0% +$56 0.11% 154
2023
Q2 		$249K Sell
4,381
-1,222
-22% -$69.6K 0.11% 151
2023
Q1 		$322K Buy
5,603
+1
+0% +$57 0.15% 132
2022
Q4 		$314K Buy
5,602
+3
+0.1% +$166 0.16% 126
2022
Q3 		$304K Sell
5,599
-690
-11% -$39.1K 0.17% 114
2022
Q2 		$355K Buy
6,289
+1
+0% +$56 0.2% 102
2022
Q1 		$366K Sell
6,288
-267
-4% -$16.1K 0.18% 113
2021
Q4 		$409K Sell
6,555
-268
-4% -$16.6K 0.2% 95
2021
Q3 		$424K Buy
6,823
+1
+0% +$63 0.23% 89
2021
Q2 		$427K Sell
6,822
-1,891
-22% -$118K 0.24% 86
2021
Q1 		$541K Sell
8,713
-619
-7% -$38.7K 0.33% 56
2020
Q4 		$586K Sell
9,332
-1,321
-12% -$82.5K 0.37% 55
2020
Q3 		$665K Buy
10,653
+137
+1% +$8.57K 0.38% 51
2020
Q2 		$654K Buy
10,516
+1,082
+11% +$66.3K 0.38% 53
2020
Q1 		$571K Buy
9,434
+130
+1% +$7.96K 0.37% 52
2019
Q4 		$570K Buy
9,304
+3,919
+73% +$240K 0.31% 54
2019
Q3 		$328K Sell
5,385
-1,499
-22% -$91.8K 0.17% 73
2019
Q2 		$417K Hold
6,884
– – 0.23% 60
2019
Q1 		$416K Buy
+6,884
New +$404K 0.12% 129

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

Weaver Consulting Group's CMF Position: Q2 2026 in Review

Weaver Consulting Group sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 4,246 shares — an estimated $241K sold.

Weaver Consulting Group first reported a position in CMF in Q1 2019 and held it in 24 quarters. The position peaked at $665K in Q3 2020. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Weaver Consulting Group reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Weaver Consulting Group sold 4,246 iShares California Muni Bond ETF shares in Q2 2026, an estimated $241K.
  • Weaver Consulting Group first reported a position in iShares California Muni Bond ETF in Q1 2019 and held it in 24 quarters.
  • Weaver Consulting Group's iShares California Muni Bond ETF position peaked at $665K in Q3 2020.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.