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Whitegate Investment Counselors’s iShares California Muni Bond ETF CMF Stock Holding History

Whitegate Investment Counselors’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
Q1 		$361K Hold
6,350
– – 0.11% 51
2025
Q4 		$365K Hold
6,350
– – 0.11% 49
2025
Q3 		$362K Hold
6,350
– – 0.12% 51
2025
Q2 		$354K Hold
6,350
– – 0.12% 54
2025
Q1 		$357K Hold
6,350
– – 0.13% 53
2024
Q4 		$364K Hold
6,350
– – 0.12% 54
2024
Q3 		$369K Hold
6,350
– – 0.1% 52
2024
Q2 		$361K Hold
6,350
– – 0.1% 49
2024
Q1 		$365K Hold
6,350
– – 0.1% 48
2023
Q4 		$368K Sell
6,350
-1,400
-18% -$78.1K 0.11% 48
2023
Q3 		$425K Hold
7,750
– – 0.14% 45
2023
Q2 		$441K Hold
7,750
– – 0.14% 45
2023
Q1 		$445K Hold
7,750
– – 0.14% 48
2022
Q4 		$435K Buy
7,750
+3,800
+96% +$211K 0.15% 49
2022
Q3 		$214K Hold
3,950
– – 0.08% 58
2022
Q2 		$223K Buy
+3,950
New +$223K 0.08% 58

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitegate Investment Counselors's CMF Position: Q1 2026 in Review

Whitegate Investment Counselors held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 6,350 shares worth $361K. The position accounts for 0.11% of the portfolio, ranked #51.

Whitegate Investment Counselors first reported a position in CMF in Q2 2022 and has held it in 16 quarters since. The position peaked at $445K in Q1 2023. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Whitegate Investment Counselors held 6,350 shares of iShares California Muni Bond ETF worth $361K as of Q1 2026.
  • Whitegate Investment Counselors left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
  • iShares California Muni Bond ETF made up 0.11% of Whitegate Investment Counselors's portfolio in Q1 2026, its #51 holding.
  • Whitegate Investment Counselors first reported a position in iShares California Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Whitegate Investment Counselors's iShares California Muni Bond ETF position peaked at $445K in Q1 2023.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.