Advisornet Financial’s iShares California Muni Bond ETF CMF Stock Holding History

Advisornet Financial’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	$71.1K	Hold	1,250	–	–	﹤0.01%	935
2025 Q4	$71.8K	Hold	1,250	–	–	﹤0.01%	933
2025 Q3	$71.3K	Hold	1,250	–	–	﹤0.01%	910
2025 Q2	$69.7K	Hold	1,250	–	–	﹤0.01%	881
2025 Q1	$70.3K	Hold	1,250	–	–	0.01%	826
2024 Q4	$71.6K	Hold	1,250	–	–	0.01%	772
2024 Q3	$72.6K	Hold	1,250	–	–	0.01%	783
2024 Q2	$71.1K	Hold	1,250	–	–	0.01%	717
2024 Q1	$71.9K	Hold	1,250	–	–	0.01%	715
2023 Q4	$72.4K	Buy	+1,250	New	+$69.8K	0.01%	719

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's CMF Position: Q1 2026 in Review

Advisornet Financial held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 1,250 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Advisornet Financial first reported a position in CMF in Q4 2023 and has held it in 10 quarters since. The position peaked at $72.6K in Q3 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Advisornet Financial held 1,250 shares of iShares California Muni Bond ETF worth $71.1K as of Q1 2026.
Advisornet Financial left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #935 holding.
Advisornet Financial first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Advisornet Financial's iShares California Muni Bond ETF position peaked at $72.6K in Q3 2024.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.