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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
Q2 		$72K Hold
1,250
– – ﹤0.01% 993
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
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

Advisornet Financial's CMF Position: Q2 2026 in Review

Advisornet Financial held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 1,250 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Advisornet Financial first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.6K in Q3 2024. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Advisornet Financial held 1,250 shares of iShares California Muni Bond ETF worth $72K as of Q2 2026.
  • Advisornet Financial left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #993 holding.
  • Advisornet Financial first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Advisornet Financial's iShares California Muni Bond ETF position peaked at $72.6K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.