WESPAC Advisors SoCal’s iShares California Muni Bond ETF CMF Stock Holding History

WESPAC Advisors SoCal’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	$755K	Sell	13,093 -15,882	-55%	-$909K	0.13%	86
2026 Q1	$1.65M	Sell	28,975 -2,921	-9%	-$169K	0.35%	66
2025 Q4	$1.83M	Buy	31,896 +7,510	+31%	+$431K	0.37%	59
2025 Q3	$1.39M	Buy	+24,386	New	+$1.36M	0.28%	65
2025 Q1	–	Sell	-7,857	Closed	-$450K	–	106
2024 Q4	$450K	Buy	7,857 +2,601	+49%	+$150K	0.1%	79
2024 Q3	$305K	Buy	+5,256	New	+$303K	0.07%	84

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

WESPAC Advisors SoCal's CMF Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its iShares California Muni Bond ETF (CMF) stake by 55% in Q2 2026, selling an estimated $909K and leaving 13,093 shares worth $755K. The position accounts for 0.13% of the portfolio, ranked #86.

WESPAC Advisors SoCal first reported a position in CMF in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

WESPAC Advisors SoCal held 13,093 shares of iShares California Muni Bond ETF worth $755K as of Q2 2026.
WESPAC Advisors SoCal sold 15,882 iShares California Muni Bond ETF shares in Q2 2026, an estimated $909K.
iShares California Muni Bond ETF made up 0.13% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #86 holding.
WESPAC Advisors SoCal first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 6 quarters since.
WESPAC Advisors SoCal's iShares California Muni Bond ETF position peaked at $1.83M in Q4 2025.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.