Ameriprise
CMF icon

Ameriprise’s iShares California Muni Bond ETF CMF Stock Holding History

Ameriprise’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 		$13.8M Sell
243,494
-15,599
-6% -$900K ﹤0.01% 1676
2025
Q4 		$14.9M Buy
259,093
+9,791
+4% +$562K ﹤0.01% 1628
2025
Q3 		$14.2M Buy
249,302
+14,287
+6% +$799K ﹤0.01% 1639
2025
Q2 		$13.1M Buy
235,015
+47,847
+26% +$2.66M ﹤0.01% 1620
2025
Q1 		$10.5M Sell
187,168
-7,770
-4% -$442K ﹤0.01% 1724
2024
Q4 		$11.2M Sell
194,938
-12,720
-6% -$731K ﹤0.01% 1711
2024
Q3 		$12.1M Buy
207,658
+5,843
+3% +$337K ﹤0.01% 1642
2024
Q2 		$11.5M Buy
201,815
+6,471
+3% +$368K ﹤0.01% 1633
2024
Q1 		$11.2M Sell
195,344
-39,858
-17% -$2.3M ﹤0.01% 1687
2023
Q4 		$13.6M Buy
235,202
+94,027
+67% +$5.25M ﹤0.01% 1519
2023
Q3 		$7.74M Buy
141,175
+9,097
+7% +$512K ﹤0.01% 1912
2023
Q2 		$7.52M Sell
132,078
-9,717
-7% -$554K ﹤0.01% 2026
2023
Q1 		$8.13M Sell
141,795
-13,541
-9% -$770K ﹤0.01% 1934
2022
Q4 		$8.86M Sell
155,336
-138,002
-47% -$7.66M ﹤0.01% 1834
2022
Q3 		$15.9M Sell
293,338
-821,883
-74% -$46.5M 0.01% 1321
2022
Q2 		$63M Buy
1,115,221
+915,993
+460% +$51.7M 0.02% 637
2022
Q1 		$11.6M Sell
199,228
-17,659
-8% -$1.06M ﹤0.01% 1799
2021
Q4 		$13.5M Sell
216,887
-266,684
-55% -$16.6M ﹤0.01% 1727
2021
Q3 		$30M Buy
483,571
+26,552
+6% +$1.66M 0.01% 1003
2021
Q2 		$28.6M Sell
457,019
-112,853
-20% -$7.06M 0.01% 1097
2021
Q1 		$35.4M Buy
569,872
+8,381
+1% +$524K 0.01% 946
2020
Q4 		$35.3M Buy
561,491
+122,138
+28% +$7.63M 0.01% 903
2020
Q3 		$27.4M Buy
439,353
+74,864
+21% +$4.69M 0.01% 913
2020
Q2 		$22.7M Buy
364,489
+184,521
+103% +$11.3M 0.01% 987
2020
Q1 		$11M Buy
179,968
+2,111
+1% +$129K 0.01% 1331
2019
Q4 		$10.9M Buy
177,857
+5,392
+3% +$330K ﹤0.01% 1679
2019
Q3 		$10.6M Buy
172,465
+14,212
+9% +$870K ﹤0.01% 1649
2019
Q2 		$9.6M Sell
158,253
-10,677
-6% -$641K ﹤0.01% 1771
2019
Q1 		$10.1M Sell
168,930
-23,629
-12% -$1.39M ﹤0.01% 1700
2018
Q4 		$11.3M Sell
192,559
-3,683
-2% -$212K 0.01% 1498
2018
Q3 		$11.4M Sell
196,242
-3,042
-2% -$178K ﹤0.01% 1783
2018
Q2 		$11.7M Sell
199,284
-6,136
-3% -$357K 0.01% 1619
2018
Q1 		$12M Buy
205,420
+4,557
+2% +$266K 0.01% 1526
2017
Q4 		$11.9M Buy
200,863
+6,947
+4% +$411K 0.01% 1480
2017
Q3 		$11.5M Buy
193,916
+23,776
+14% +$1.41M 0.01% 1472
2017
Q2 		$10M Buy
170,140
+36,816
+28% +$2.16M 0.01% 1552
2017
Q1 		$7.73M Buy
133,324
+21,526
+19% +$1.24M ﹤0.01% 1710
2016
Q4 		$6.46M Buy
111,798
+5,350
+5% +$313K ﹤0.01% 1832
2016
Q3 		$6.42M Buy
106,448
+13,524
+15% +$820K ﹤0.01% 1798
2016
Q2 		$5.67M Buy
92,924
+26,514
+40% +$1.6M ﹤0.01% 1844
2016
Q1 		$3.96M Buy
66,410
+14,886
+29% +$886K ﹤0.01% 2122
2015
Q4 		$3.04M Buy
51,524
+1,762
+4% +$103K ﹤0.01% 2366
2015
Q3 		$2.92M Buy
49,762
+19,486
+64% +$1.13M ﹤0.01% 2393
2015
Q2 		$1.71M Buy
30,276
+25,842
+583% +$1.5M ﹤0.01% 2845
2015
Q1 		$262K Buy
4,434
+280
+7% +$16.5K ﹤0.01% 3482
2014
Q4 		$245K Buy
4,154
+140
+3% +$8.23K ﹤0.01% 3418
2014
Q3 		$234K Buy
4,014
+350
+10% +$20.3K ﹤0.01% 3341
2014
Q2 		$212K Buy
3,664
+2,958
+419% +$170K ﹤0.01% 3304
2014
Q1 		$40K Hold
706
– – ﹤0.01% 3883
2013
Q4 		$38K Hold
706
– – ﹤0.01% 3767
2013
Q3 		$38K Buy
706
+204
+41% +$10.9K ﹤0.01% 3977
2013
Q2 		$27K Buy
+502
New +$28.5K ﹤0.01% 4089

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 $5.77B AUM 14.56% 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

Ameriprise's CMF Position: Q1 2026 in Review

Ameriprise reduced its iShares California Muni Bond ETF (CMF) stake by 6% in Q1 2026, selling an estimated $900K and leaving 243,494 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Ameriprise first reported a position in CMF in Q2 2013 and has held it in 52 quarters since. The position peaked at $63M in Q2 2022. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Ameriprise held 243,494 shares of iShares California Muni Bond ETF worth $13.8M as of Q1 2026.
  • Ameriprise sold 15,599 iShares California Muni Bond ETF shares in Q1 2026, an estimated $900K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1676 holding.
  • Ameriprise first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's iShares California Muni Bond ETF position peaked at $63M in Q2 2022.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.