AE Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

AE Wealth 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 Q1	$796	Hold	14	–	–	﹤0.01%	2525
2025 Q4	$804	Hold	14	–	–	﹤0.01%	2394
2025 Q3	$799	Buy	+14	New	+$783	﹤0.01%	2222
2024 Q4	–	Sell	-15,806	Closed	-$918K	–	2131
2024 Q3	$918K	Hold	15,806	–	–	0.01%	711
2024 Q2	$899K	Hold	15,806	–	–	0.01%	725
2024 Q1	$909K	Hold	15,806	–	–	0.01%	675
2023 Q4	$908K	Buy	+15,806	New	+$882K	﹤0.01%	1194
2019 Q3	–	Sell	-4,243	Closed	-$257K	–	999
2019 Q2	$257K	Sell	4,243 -945	-18%	-$56.7K	0.01%	807
2019 Q1	$309K	Sell	5,188 -1,549	-23%	-$90.9K	0.02%	452
2018 Q4	$394K	Sell	6,737 -2,836	-30%	-$163K	0.07%	291
2018 Q3	$555K	Buy	+9,573	New	+$559K	0.03%	301

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

AE Wealth Management's CMF Position: Q1 2026 in Review

AE Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 14 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

AE Wealth Management first reported a position in CMF in Q3 2018 and has held it in 11 quarters since. The position peaked at $918K in Q3 2024. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

AE Wealth Management held 14 shares of iShares California Muni Bond ETF worth $796 as of Q1 2026.
AE Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
iShares California Muni Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2525 holding.
AE Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2018 and has held it in 11 quarters since.
AE Wealth Management's iShares California Muni Bond ETF position peaked at $918K in Q3 2024.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.