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

Baird 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
Q2 		$514K Buy
8,925
+1,133
+15% +$64.9K ﹤0.01% 1530
2026
Q1 		$443K Hold
7,792
– – ﹤0.01% 1514
2025
Q4 		$448K Buy
+7,792
New +$447K ﹤0.01% 1511

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

Baird Financial Group's CMF Position: Q2 2026 in Review

Baird Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 15% in Q2 2026, buying an estimated $64.9K and bringing the position to 8,925 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Baird Financial Group first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Baird Financial Group held 8,925 shares of iShares California Muni Bond ETF worth $514K as of Q2 2026.
  • Baird Financial Group bought 1,133 iShares California Muni Bond ETF shares in Q2 2026, an estimated $64.9K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1530 holding.
  • Baird Financial Group first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.