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

Westfuller Advisors’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 		$4.01M Buy
69,572
+508
+0.7% +$29.1K 1.46% 17
2026
Q1 		$3.93M Buy
69,064
+3,643
+6% +$210K 1.69% 12
2025
Q4 		$3.76M Buy
65,421
+623
+1% +$35.8K 1.52% 13
2025
Q3 		$3.7M Buy
64,798
+335
+0.5% +$18.7K 1.68% 13
2025
Q2 		$3.59M Buy
64,463
+10
+0% +$555 2.05% 10
2025
Q1 		$3.63M Sell
64,453
-7
-0% -$398 2.42% 9
2024
Q4 		$3.69M Buy
64,460
+12
+0% +$690 2.35% 10
2024
Q3 		$3.75M Buy
+64,448
New +$3.71M 2.69% 9
2024
Q1 		$3.64M Buy
+63,226
New +$3.65M 4.36% 4

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

Westfuller Advisors's CMF Position: Q2 2026 in Review

Westfuller Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.74% in Q2 2026, buying an estimated $29.1K and bringing the position to 69,572 shares worth $4.01M. The position accounts for 1.46% of the portfolio, ranked #17.

Westfuller Advisors first reported a position in CMF in Q1 2024 and has held it in 9 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Westfuller Advisors held 69,572 shares of iShares California Muni Bond ETF worth $4.01M as of Q2 2026.
  • Westfuller Advisors bought 508 iShares California Muni Bond ETF shares in Q2 2026, an estimated $29.1K.
  • iShares California Muni Bond ETF made up 1.46% of Westfuller Advisors's portfolio in Q2 2026, its #17 holding.
  • Westfuller Advisors first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.