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Axxcess Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Axxcess Wealth Management’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 		$10.1M Buy
+174,620
New +$10M 0.16% 133
2026
Q1 		– Sell
-195,887
Closed -$11.3M – 493
2025
Q4 		$11.3M Buy
+195,887
New +$11.2M 0.19% 102

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Axxcess Wealth Management's CMF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 174,620 shares worth $10.1M. The stake represents 0.16% of the portfolio and ranks #133 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CMF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CMF in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.3M in Q4 2025. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Axxcess Wealth Management held 174,620 shares of iShares California Muni Bond ETF worth $10.1M as of Q2 2026.
  • iShares California Muni Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares California Muni Bond ETF made up 0.16% of Axxcess Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Axxcess Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Axxcess Wealth Management's iShares California Muni Bond ETF position peaked at $11.3M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.