Wedmont Private Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Wedmont Private Capital’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	$8.15M	Buy	142,052 +8	+0%	+$458	0.22%	63
2026 Q1	$8.13M	Sell	142,044 -15,382	-10%	-$887K	0.26%	58
2025 Q4	$9.09M	Buy	157,426 +14,202	+10%	+$815K	0.32%	48
2025 Q3	$8.17M	Buy	+143,224	New	+$8.01M	0.3%	48
2024 Q2	–	Sell	-23,978	Closed	-$1.37M	–	645
2024 Q1	$1.37M	Buy	23,978 +1,091	+5%	+$63K	0.1%	134
2023 Q4	$1.33M	Buy	+22,887	New	+$1.28M	0.11%	123

Other funds holding CMF

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wedmont Private Capital's CMF Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares California Muni Bond ETF (CMF) stake by 0.01% in Q2 2026, buying an estimated $458 and bringing the position to 142,052 shares worth $8.15M. The position accounts for 0.22% of the portfolio, ranked #63.

Wedmont Private Capital first reported a position in CMF in Q4 2023 and has held it in 6 quarters since. The position peaked at $9.09M in Q4 2025. 110 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Wedmont Private Capital held 142,052 shares of iShares California Muni Bond ETF worth $8.15M as of Q2 2026.
Wedmont Private Capital bought 8 iShares California Muni Bond ETF shares in Q2 2026, an estimated $458.
iShares California Muni Bond ETF made up 0.22% of Wedmont Private Capital's portfolio in Q2 2026, its #63 holding.
Wedmont Private Capital first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 6 quarters since.
Wedmont Private Capital's iShares California Muni Bond ETF position peaked at $9.09M in Q4 2025.
110 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.