Betterment LLC’s iShares California Muni Bond ETF CMF Stock Holding History

Betterment LLC’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	$13.8M	Buy	242,057 +10,751	+5%	+$620K	0.03%	120
2025 Q4	$13.3M	Buy	231,306 +13,911	+6%	+$799K	0.03%	120
2025 Q3	$12.4M	Buy	217,395 +16,409	+8%	+$918K	0.02%	117
2025 Q2	$11.2M	Buy	200,986 +5,920	+3%	+$329K	0.02%	115
2025 Q1	$11M	Sell	195,066 -15,983	-8%	-$908K	0.03%	107
2024 Q4	$12.1M	Buy	211,049 +16,359	+8%	+$941K	0.03%	98
2024 Q3	$11.3M	Buy	194,690 +5,524	+3%	+$318K	0.03%	94
2024 Q2	$10.8M	Buy	189,166 +25,892	+16%	+$1.47M	0.03%	88
2024 Q1	$9.39M	Buy	163,274 +47,693	+41%	+$2.75M	0.03%	85
2023 Q4	$6.7M	Buy	115,581 +1,168	+1%	+$65.2K	0.02%	87
2023 Q3	$6.27M	Buy	114,413 +18,394	+19%	+$1.03M	0.02%	80
2023 Q2	$5.47M	Buy	96,019 +4,927	+5%	+$281K	0.02%	83
2023 Q1	$5.23M	Buy	91,092 +13,768	+18%	+$783K	0.02%	86
2022 Q4	$4.34M	Buy	77,324 +20,023	+35%	+$1.11M	0.01%	91
2022 Q3	$3.23M	Hold	57,301	–	–	0.01%	99
2022 Q2	$3.23M	Sell	57,301 -19,719	-26%	-$1.11M	0.01%	99
2022 Q1	$4.48M	Sell	77,020 -11,600	-13%	-$698K	0.01%	92
2021 Q4	$5.52M	Buy	88,620 +12,703	+17%	+$789K	0.02%	81
2021 Q3	$4.71M	Buy	75,917 +5,701	+8%	+$357K	0.02%	81
2021 Q2	$4.4M	Buy	70,216 +10,540	+18%	+$659K	0.02%	75
2021 Q1	$3.71M	Sell	59,676 -193	-0.3%	-$12.1K	0.01%	66
2020 Q4	$3.76M	Buy	59,869 +5,764	+11%	+$360K	0.02%	63
2020 Q3	$3.38M	Sell	54,105 -2,042	-4%	-$128K	0.02%	59
2020 Q2	$3.49M	Sell	56,147 -8,219	-13%	-$504K	0.02%	61
2020 Q1	$3.9M	Sell	64,366 -18,933	-23%	-$1.16M	0.02%	58
2019 Q4	$5.1M	Buy	83,299 +8,766	+12%	+$536K	0.03%	48
2019 Q3	$4.52M	Hold	74,533	–	–	0.03%	48
2019 Q2	$4.52M	Buy	74,533 +10,937	+17%	+$656K	0.03%	48
2019 Q1	$3.79M	Sell	63,596 -17,309	-21%	-$1.02M	0.02%	54
2018 Q4	$4.73M	Sell	80,905 -3,650	-4%	-$210K	0.03%	50
2018 Q3	$4.9M	Buy	84,555 +5,192	+7%	+$303K	0.03%	43
2018 Q2	$4.65M	Sell	79,363 -12,632	-14%	-$736K	0.03%	41
2018 Q1	$5.33M	Buy	91,995 +17,524	+24%	+$1.02M	0.04%	36
2017 Q4	$4.41M	Buy	74,471 +3,367	+5%	+$199K	0.04%	32
2017 Q3	$4.21M	Buy	71,104 +1,538	+2%	+$91.2K	0.04%	31
2017 Q2	$4.09M	Buy	69,566 +3,578	+5%	+$210K	0.04%	27
2017 Q1	$3.84M	Sell	65,988 -3,694	-5%	-$213K	0.05%	29
2016 Q4	$4.02M	Sell	69,682 -500	-0.7%	-$29.2K	0.06%	29
2016 Q3	$4.24M	Sell	70,182 -6,902	-9%	-$419K	0.07%	27
2016 Q2	$4.7M	Buy	77,084 +6,160	+9%	+$371K	0.1%	26
2016 Q1	$4.23M	Sell	70,924 -128	-0.2%	-$7.62K	0.11%	27
2015 Q4	$4.2M	Buy	71,052 +270	+0.4%	+$15.8K	0.13%	23
2015 Q3	$4.15M	Buy	70,782 +12,550	+22%	+$730K	0.16%	23
2015 Q2	$3.36M	Buy	58,232 +29,310	+101%	+$1.71M	0.14%	22
2015 Q1	$1.71M	Buy	28,922 +28,496	+6,689%	+$1.68M	0.1%	23
2014 Q4	$25K	Buy	+426	New	+$25.1K	﹤0.01%	32

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

Betterment LLC's CMF Position: Q1 2026 in Review

Betterment LLC increased its iShares California Muni Bond ETF (CMF) stake by 4.6% in Q1 2026, buying an estimated $620K and bringing the position to 242,057 shares worth $13.8M. The position accounts for 0.03% of the portfolio, ranked #120.

Betterment LLC first reported a position in CMF in Q4 2014 and has held it in 46 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Betterment LLC held 242,057 shares of iShares California Muni Bond ETF worth $13.8M as of Q1 2026.
Betterment LLC bought 10,751 iShares California Muni Bond ETF shares in Q1 2026, an estimated $620K.
iShares California Muni Bond ETF made up 0.03% of Betterment LLC's portfolio in Q1 2026, its #120 holding.
Betterment LLC first reported a position in iShares California Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.