Avantax Planning Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Avantax Planning 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 Q2	$461K	Sell	7,997 -2,247	-22%	-$129K	0.01%	300
2026 Q1	$582K	Sell	10,244 -23	-0.2%	-$1.33K	0.02%	259
2025 Q4	$590K	Sell	10,267 -211	-2%	-$12.1K	0.02%	245
2025 Q3	$598K	Buy	10,478 +212	+2%	+$11.9K	0.02%	243
2025 Q2	$572K	Sell	10,266 -1,255	-11%	-$69.7K	0.02%	250
2025 Q1	$648K	Sell	11,521 -95	-0.8%	-$5.4K	0.02%	220
2024 Q4	$665K	Sell	11,616 -580	-5%	-$33.4K	0.02%	215
2024 Q3	$709K	Hold	12,196	–	–	0.03%	204
2024 Q2	$694K	Hold	12,196	–	–	0.02%	238
2024 Q1	$702K	Hold	12,196	–	–	0.02%	248
2023 Q4	$707K	Buy	12,196 +8,300	+213%	+$463K	0.03%	203
2023 Q3	$214K	Hold	3,896	–	–	0.01%	338
2023 Q2	$222K	Hold	3,896	–	–	0.01%	338
2023 Q1	$224K	Hold	3,896	–	–	0.01%	339
2022 Q4	$219K	Buy	+3,896	New	+$216K	0.01%	345

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

Avantax Planning Partners's CMF Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares California Muni Bond ETF (CMF) stake by 22% in Q2 2026, selling an estimated $129K and leaving 7,997 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #300.

Avantax Planning Partners first reported a position in CMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $709K in Q3 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Avantax Planning Partners held 7,997 shares of iShares California Muni Bond ETF worth $461K as of Q2 2026.
Avantax Planning Partners sold 2,247 iShares California Muni Bond ETF shares in Q2 2026, an estimated $129K.
iShares California Muni Bond ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #300 holding.
Avantax Planning Partners first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Avantax Planning Partners's iShares California Muni Bond ETF position peaked at $709K in Q3 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.