Bell Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Bell Investment Advisors’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	$1.92M	Buy	33,763 +3,862	+13%	+$223K	0.3%	42
2025 Q4	$1.72M	Buy	29,901 +5,309	+22%	+$305K	0.27%	44
2025 Q3	$1.4M	Buy	24,592 +5,817	+31%	+$325K	0.23%	48
2025 Q2	$1.05M	Sell	18,775 -55,377	-75%	-$3.07M	0.18%	52
2025 Q1	$4.17M	Buy	74,152 +9,946	+15%	+$565K	0.77%	26
2024 Q4	$3.68M	Buy	64,206 +4,853	+8%	+$279K	0.69%	27
2024 Q3	$3.45M	Buy	59,353 +3,663	+7%	+$211K	0.63%	29
2024 Q2	$3.17M	Buy	55,690 +816	+1%	+$46.4K	0.62%	28
2024 Q1	$3.16M	Buy	54,874 +4,028	+8%	+$232K	0.62%	28
2023 Q4	$2.95M	Buy	50,846 +2,099	+4%	+$117K	0.6%	28
2023 Q3	$2.67M	Buy	48,747 +46,418	+1,993%	+$2.61M	0.6%	28
2023 Q2	$133K	Buy	+2,329	New	+$133K	0.03%	95

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bell Investment Advisors's CMF Position: Q1 2026 in Review

Bell Investment Advisors increased its iShares California Muni Bond ETF (CMF) stake by 13% in Q1 2026, buying an estimated $223K and bringing the position to 33,763 shares worth $1.92M. The position accounts for 0.3% of the portfolio, ranked #42.

Bell Investment Advisors first reported a position in CMF in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.17M in Q1 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Bell Investment Advisors held 33,763 shares of iShares California Muni Bond ETF worth $1.92M as of Q1 2026.
Bell Investment Advisors bought 3,862 iShares California Muni Bond ETF shares in Q1 2026, an estimated $223K.
iShares California Muni Bond ETF made up 0.3% of Bell Investment Advisors's portfolio in Q1 2026, its #42 holding.
Bell Investment Advisors first reported a position in iShares California Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Bell Investment Advisors's iShares California Muni Bond ETF position peaked at $4.17M in Q1 2025.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.