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Ameritas Advisory Services’s iShares California Muni Bond ETF CMF Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-227
Closed -$12.9K – 1144
2025
Q3 		$12.9K Sell
227
-180
-44% -$10.1K ﹤0.01% 1575
2025
Q2 		$22.7K Buy
+407
New +$22.6K ﹤0.01% 1690
2023
Q2 		– Sell
-1,427
Closed -$81.6K – 902
2023
Q1 		$81.6K Buy
+1,427
New +$81.2K ﹤0.01% 1082

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 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

Ameritas Advisory Services's CMF Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares California Muni Bond ETF (CMF) in Q4 2025, closing a stake of 227 shares — an estimated $12.9K sold.

Ameritas Advisory Services first reported a position in CMF in Q1 2023 and held it in 3 quarters. The position peaked at $81.6K in Q1 2023. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares California Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 227 iShares California Muni Bond ETF shares in Q4 2025, an estimated $12.9K.
  • Ameritas Advisory Services first reported a position in iShares California Muni Bond ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares California Muni Bond ETF position peaked at $81.6K in Q1 2023.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.