Westside Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Westside Investment Management’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	$2.59M	Buy	45,012 +2,097	+5%	+$120K	0.34%	72
2026 Q1	$2.44M	Buy	42,915 +1,529	+4%	+$88.2K	0.37%	65
2025 Q4	$2.38M	Buy	41,386 +1,861	+5%	+$107K	0.38%	65
2025 Q3	$2.25M	Sell	39,525 -747	-2%	-$41.8K	0.36%	70
2025 Q2	$2.24M	Sell	40,272 -1,455	-3%	-$80.8K	0.42%	63
2025 Q1	$2.35M	Sell	41,727 -1,357	-3%	-$77.1K	0.5%	55
2024 Q4	$2.47M	Buy	43,084 +2,264	+6%	+$130K	0.52%	52
2024 Q3	$2.37M	Sell	40,820 -100	-0.2%	-$5.76K	0.51%	52
2024 Q2	$2.33M	Buy	40,920 +900	+2%	+$51.2K	0.53%	46
2024 Q1	$2.3M	Buy	40,020 +350	+0.9%	+$20.2K	0.55%	43
2023 Q4	$2.3M	Buy	39,670 +2,148	+6%	+$120K	0.59%	43
2023 Q3	$2.06M	Buy	37,522 +2,220	+6%	+$125K	0.59%	45
2023 Q2	$2.01M	Buy	35,302 +6,300	+22%	+$359K	0.57%	44
2023 Q1	$1.67M	Buy	29,002 +4,700	+19%	+$267K	0.49%	53
2022 Q4	$29.5K	Buy	24,302 +8,650	+55%	+$480K	0.07%	148
2022 Q3	$848	Buy	15,652 +8,100	+107%	+$459K	﹤0.01%	272
2022 Q2	$426	Sell	7,552 -16,522	-69%	-$933K	﹤0.01%	289
2022 Q1	$1.4K	Sell	24,074 -1,275	-5%	-$76.7K	﹤0.01%	257
2021 Q4	$1.58K	Buy	25,349 +7,200	+40%	+$447K	﹤0.01%	242
2021 Q3	$1.13K	Buy	18,149 +10,240	+129%	+$642K	﹤0.01%	249
2021 Q2	$495	Buy	7,909 +5,181	+190%	+$324K	﹤0.01%	267
2021 Q1	$169	Buy	2,728 +500	+22%	+$31.3K	﹤0.01%	301
2020 Q4	$139	Sell	2,228 -400	-15%	-$25K	﹤0.01%	268
2020 Q3	$163	Hold	2,628	–	–	﹤0.01%	268
2020 Q2	$163	Hold	2,628	–	–	﹤0.01%	245
2020 Q1	$159	Buy	+2,628	New	+$161K	﹤0.01%	248
2019 Q2	$159K	Buy	+2,628	New	+$158K	0.06%	176
2018 Q4	$154K	Hold	2,628	–	–	0.06%	175
2018 Q3	$152K	Hold	2,628	–	–	0.05%	168
2018 Q2	$154K	Sell	2,628 -340	-11%	-$19.8K	0.05%	182
2018 Q1	$173K	Sell	2,968 -1,628	-35%	-$95.2K	0.09%	164
2017 Q4	$272K	Hold	4,596	–	–	0.15%	133
2017 Q3	$272K	Hold	4,596	–	–	0.16%	119
2017 Q2	$270K	Buy	4,596 +1,108	+32%	+$65.1K	0.18%	112
2017 Q1	$203K	Hold	3,488	–	–	0.1%	124
2016 Q4	$202K	Buy	+3,488	New	+$204K	0.14%	94

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

Westside Investment Management's CMF Position: Q2 2026 in Review

Westside Investment Management increased its iShares California Muni Bond ETF (CMF) stake by 4.9% in Q2 2026, buying an estimated $120K and bringing the position to 45,012 shares worth $2.59M. The position accounts for 0.34% of the portfolio, ranked #72.

Westside Investment Management first reported a position in CMF in Q4 2016 and has held it in 36 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Westside Investment Management held 45,012 shares of iShares California Muni Bond ETF worth $2.59M as of Q2 2026.
Westside Investment Management bought 2,097 iShares California Muni Bond ETF shares in Q2 2026, an estimated $120K.
iShares California Muni Bond ETF made up 0.34% of Westside Investment Management's portfolio in Q2 2026, its #72 holding.
Westside Investment Management first reported a position in iShares California Muni Bond ETF in Q4 2016 and has held it in 36 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.