AFG
CMF icon

Atomi Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Atomi Financial Group’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 		$5.68M Buy
99,861
+14,429
+17% +$832K 0.18% 108
2025
Q4 		$4.91M Buy
85,432
+6,438
+8% +$370K 0.15% 114
2025
Q3 		$4.51M Buy
78,994
+11,806
+18% +$661K 0.15% 114
2025
Q2 		$3.75M Buy
67,188
+11,460
+21% +$636K 0.14% 112
2025
Q1 		$3.14M Buy
55,728
+1,019
+2% +$57.9K 0.14% 116
2024
Q4 		$3.13M Buy
54,709
+10,726
+24% +$617K 0.16% 106
2024
Q3 		$2.56M Buy
43,983
+8,211
+23% +$473K 0.16% 107
2024
Q2 		$2.03M Buy
35,772
+2,896
+9% +$165K 0.15% 118
2024
Q1 		$1.89M Buy
32,876
+12,120
+58% +$699K 0.17% 119
2023
Q4 		$1.2M Buy
+20,756
New +$1.16M 0.17% 120

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 $376B AUM 19.32% 1-Year Est. Return