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

Avantax 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
Q2 		$4.48M Buy
80,438
+20,383
+34% +$1.13M 0.02% 482
2025
Q1 		$3.38M Buy
60,055
+6,283
+12% +$357K 0.02% 539
2024
Q4 		$3.08M Buy
53,772
+27,814
+107% +$1.6M 0.02% 553
2024
Q3 		$1.51M Buy
25,958
+6,942
+37% +$400K 0.01% 816
2024
Q2 		$1.08M Buy
19,016
+558
+3% +$31.8K 0.01% 938
2024
Q1 		$1.06M Buy
18,458
+563
+3% +$32.5K 0.01% 723
2023
Q4 		$1.04M Buy
17,895
+6,449
+56% +$360K 0.01% 699
2023
Q3 		$628K Sell
11,446
-10,285
-47% -$579K 0.01% 854
2023
Q2 		$1.24M Buy
21,731
+338
+2% +$19.3K 0.01% 611
2023
Q1 		$1.23M Buy
21,393
+1,230
+6% +$70K 0.02% 593
2022
Q4 		$1.13M Buy
20,163
+180
+0.9% +$9.99K 0.02% 598
2022
Q3 		$1.08M Buy
19,983
+9,341
+88% +$529K 0.02% 538
2022
Q2 		$601K Sell
10,642
-400
-4% -$22.6K 0.01% 705
2022
Q1 		$642K Hold
11,042
– – 0.01% 699
2021
Q4 		$688K Hold
11,042
– – 0.01% 647
2021
Q3 		$685K Hold
11,042
– – 0.01% 599
2021
Q2 		$691K Hold
11,042
– – 0.01% 577
2021
Q1 		$686K Buy
11,042
+2,050
+23% +$128K 0.01% 521
2020
Q4 		$565K Sell
8,992
-7,600
-46% -$475K 0.01% 521
2020
Q3 		$1.04M Buy
16,592
+7,236
+77% +$453K 0.02% 529
2020
Q2 		$582K Buy
9,356
+1
+0% +$61 0.02% 443
2020
Q1 		$567K Hold
9,355
– – 0.02% 414
2019
Q4 		$573K Buy
9,355
+3,614
+63% +$221K 0.01% 437
2019
Q3 		$352K Buy
5,741
+290
+5% +$17.8K 0.01% 393
2019
Q2 		$331K Buy
5,451
+451
+9% +$27.1K 0.01% 379
2019
Q1 		$298K Sell
5,000
-95
-2% -$5.58K 0.02% 358
2018
Q4 		$298K Buy
+5,095
New +$293K 0.05% 300

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's CMF Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares California Muni Bond ETF (CMF) stake by 34% in Q2 2025, buying an estimated $1.13M and bringing the position to 80,438 shares worth $4.48M. The position accounts for 0.02% of the portfolio, ranked #482.

Avantax Advisory Services first reported a position in CMF in Q4 2018 and has held it in 27 quarters since. 318 funds tracked by Wall St. Rank hold CMF as of Q2 2025.

  • Avantax Advisory Services held 80,438 shares of iShares California Muni Bond ETF worth $4.48M as of Q2 2025.
  • Avantax Advisory Services bought 20,383 iShares California Muni Bond ETF shares in Q2 2025, an estimated $1.13M.
  • iShares California Muni Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #482 holding.
  • Avantax Advisory Services first reported a position in iShares California Muni Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.