Brown Advisory
CMF icon

Brown Advisory’s iShares California Muni Bond ETF CMF Stock Holding History

Brown Advisory’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 		$687K Buy
12,077
+19
+0.2% +$1.1K ﹤0.01% 962
2025
Q4 		$693K Buy
12,058
+38
+0.3% +$2.18K ﹤0.01% 961
2025
Q3 		$686K Buy
12,020
+29
+0.2% +$1.62K ﹤0.01% 948
2025
Q2 		$668K Buy
11,991
+8,029
+203% +$446K ﹤0.01% 917
2025
Q1 		$223K Buy
3,962
+18
+0.5% +$1.02K ﹤0.01% 1237
2024
Q4 		$226K Buy
3,944
+36
+0.9% +$2.07K ﹤0.01% 1252
2024
Q3 		$227K Buy
3,908
+25
+0.6% +$1.44K ﹤0.01% 1171
2024
Q2 		$221K Buy
3,883
+26
+0.7% +$1.48K ﹤0.01% 1152
2024
Q1 		$222K Buy
+3,857
New +$223K ﹤0.01% 1161

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory's CMF Position: Q1 2026 in Review

Brown Advisory increased its iShares California Muni Bond ETF (CMF) stake by 0.16% in Q1 2026, buying an estimated $1.1K and bringing the position to 12,077 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Brown Advisory first reported a position in CMF in Q1 2024 and has held it in 9 quarters since. The position peaked at $693K in Q4 2025. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Brown Advisory held 12,077 shares of iShares California Muni Bond ETF worth $687K as of Q1 2026.
  • Brown Advisory bought 19 iShares California Muni Bond ETF shares in Q1 2026, an estimated $1.1K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #962 holding.
  • Brown Advisory first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Brown Advisory's iShares California Muni Bond ETF position peaked at $693K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.