Ashton Thomas Private Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Ashton Thomas Private Wealth’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	$5.7M	Buy	98,953 +50,703	+105%	+$2.9M	0.12%	184
2026 Q1	$2.74M	Buy	48,250 +2,936	+6%	+$169K	0.06%	296
2025 Q4	$2.6M	Buy	45,314 +8,097	+22%	+$465K	0.06%	285
2025 Q3	$2.12M	Buy	37,217 +23,321	+168%	+$1.3M	0.06%	315
2025 Q2	$775K	Buy	+13,896	New	+$771K	0.03%	478

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Ashton Thomas Private Wealth's CMF Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares California Muni Bond ETF (CMF) stake by 105% in Q2 2026, buying an estimated $2.9M and bringing the position to 98,953 shares worth $5.7M. The position accounts for 0.12% of the portfolio, ranked #184.

Ashton Thomas Private Wealth first reported a position in CMF in Q2 2025 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Ashton Thomas Private Wealth held 98,953 shares of iShares California Muni Bond ETF worth $5.7M as of Q2 2026.
Ashton Thomas Private Wealth bought 50,703 iShares California Muni Bond ETF shares in Q2 2026, an estimated $2.9M.
iShares California Muni Bond ETF made up 0.12% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #184 holding.
Ashton Thomas Private Wealth first reported a position in iShares California Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.