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Ameritas Investment Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Ameritas Investment Partners’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 		$84.5K Buy
1,487
+343
+30% +$19.8K ﹤0.01% 1783
2025
Q4 		$65.7K Sell
1,144
-35
-3% -$2.01K ﹤0.01% 1942
2025
Q3 		$67.2K Buy
1,179
+5
+0.4% +$280 ﹤0.01% 1930
2025
Q2 		$65.5K Buy
1,174
+104
+10% +$5.77K ﹤0.01% 2021
2025
Q1 		$60.2K Sell
1,070
-37
-3% -$2.1K ﹤0.01% 2002
2024
Q4 		$63.4K Buy
1,107
+30
+3% +$1.73K ﹤0.01% 2045
2024
Q3 		$62.6K Sell
1,077
-21
-2% -$1.21K ﹤0.01% 2065
2024
Q2 		$62.5K Buy
1,098
+3
+0.3% +$171 ﹤0.01% 2016
2024
Q1 		$63K Sell
1,095
-52
-5% -$3K ﹤0.01% 2018
2023
Q4 		$66.5K Sell
1,147
-317
-22% -$17.7K ﹤0.01% 1997
2023
Q3 		$80.3K Sell
1,464
-2,708
-65% -$152K ﹤0.01% 1804
2023
Q2 		$238K Buy
4,172
+1,260
+43% +$71.8K 0.01% 1034
2023
Q1 		$167K Sell
2,912
-132
-4% -$7.51K 0.01% 1206
2022
Q4 		$171K Sell
3,044
-172
-5% -$9.54K 0.01% 1243
2022
Q3 		$174K Sell
3,216
-54
-2% -$3.06K 0.01% 1124
2022
Q2 		$184K Sell
3,270
-40
-1% -$2.26K 0.01% 1115
2022
Q1 		$192K Sell
3,310
-121
-4% -$7.28K 0.01% 1213
2021
Q4 		$213K Buy
3,431
+66
+2% +$4.1K 0.01% 1196
2021
Q3 		$208K Buy
3,365
+24
+0.7% +$1.5K 0.01% 1178
2021
Q2 		$209K Buy
3,341
+235
+8% +$14.7K 0.01% 1208
2021
Q1 		$192K Buy
3,106
+23
+0.7% +$1.44K 0.01% 1244
2020
Q4 		$193K Buy
3,083
+57
+2% +$3.56K 0.01% 1179
2020
Q3 		$188K Buy
3,026
+767
+34% +$48K 0.01% 1065
2020
Q2 		$140K Buy
2,259
+111
+5% +$6.8K 0.01% 1210
2020
Q1 		$129K Buy
2,148
+101
+5% +$6.18K 0.01% 1126
2019
Q4 		$125K Buy
2,047
+369
+22% +$22.6K 0.01% 1375
2019
Q3 		$102K Buy
1,678
+1,248
+290% +$76.4K ﹤0.01% 1459
2019
Q2 		$26K Buy
430
+230
+115% +$13.8K ﹤0.01% 2290
2019
Q1 		$11K Hold
200
– – ﹤0.01% 2660
2018
Q4 		$11K Hold
200
– – ﹤0.01% 2622
2018
Q3 		$11K Hold
200
– – ﹤0.01% 2793
2018
Q2 		$11K Hold
200
– – ﹤0.01% 2807
2018
Q1 		$11K Hold
200
– – ﹤0.01% 2683
2017
Q4 		$57K Hold
200
– – ﹤0.01% 1852
2017
Q3 		$11K Hold
200
– – ﹤0.01% 2732
2017
Q2 		$11K Hold
200
– – ﹤0.01% 2777
2017
Q1 		$11K Hold
200
– – ﹤0.01% 2653
2016
Q4 		$11K Sell
200
-1,000
-83% -$58.5K ﹤0.01% 1199
2016
Q3 		$72K Hold
1,200
– – ﹤0.01% 1083
2016
Q2 		$73K Hold
1,200
– – ﹤0.01% 1014
2016
Q1 		$71K Hold
1,200
– – ﹤0.01% 1009
2015
Q4 		$70K Hold
1,200
– – ﹤0.01% 1000
2015
Q3 		$70K Hold
1,200
– – 0.01% 988
2015
Q2 		$69K Hold
1,200
– – ﹤0.01% 1034
2015
Q1 		$70K Hold
1,200
– – ﹤0.01% 1072
2014
Q4 		$70K Buy
+1,200
New +$70.6K ﹤0.01% 1050

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

Ameritas Investment Partners's CMF Position: Q1 2026 in Review

Ameritas Investment Partners increased its iShares California Muni Bond ETF (CMF) stake by 30% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,487 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Ameritas Investment Partners first reported a position in CMF in Q4 2014 and has held it in 46 quarters since. The position peaked at $238K in Q2 2023. 348 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Ameritas Investment Partners held 1,487 shares of iShares California Muni Bond ETF worth $84.5K as of Q1 2026.
  • Ameritas Investment Partners bought 343 iShares California Muni Bond ETF shares in Q1 2026, an estimated $19.8K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1783 holding.
  • Ameritas Investment Partners first reported a position in iShares California Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Ameritas Investment Partners's iShares California Muni Bond ETF position peaked at $238K in Q2 2023.
  • 348 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.