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

Cambridge Investment Research 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 		$673K Sell
11,843
-41
-0.3% -$2.37K ﹤0.01% 2537
2025
Q4 		$683K Buy
11,884
+5,943
+100% +$341K ﹤0.01% 2433
2025
Q3 		$339K Buy
5,941
+675
+13% +$37.8K ﹤0.01% 3011
2025
Q2 		$294K Sell
5,266
-1,103
-17% -$61.2K ﹤0.01% 2994
2025
Q1 		$358K Sell
6,369
-368
-5% -$20.9K ﹤0.01% 2719
2024
Q4 		$386K Sell
6,737
-708
-10% -$40.7K ﹤0.01% 2629
2024
Q3 		$433K Sell
7,445
-88
-1% -$5.07K ﹤0.01% 2517
2024
Q2 		$429K Buy
7,533
+236
+3% +$13.4K ﹤0.01% 2420
2024
Q1 		$420K Sell
7,297
-463
-6% -$26.7K ﹤0.01% 2427
2023
Q4 		$450K Sell
7,760
-4,381
-36% -$244K ﹤0.01% 2268
2023
Q3 		$666K Buy
12,141
+1,975
+19% +$111K ﹤0.01% 1849
2023
Q2 		$579K Sell
10,166
-2,744
-21% -$156K ﹤0.01% 2018
2023
Q1 		$741K Buy
12,910
+3,300
+34% +$188K ﹤0.01% 1782
2022
Q4 		$539K Sell
9,610
-497
-5% -$27.6K ﹤0.01% 1953
2022
Q3 		$548K Sell
10,107
-867
-8% -$49.1K ﹤0.01% 1873
2022
Q2 		$620K Sell
10,974
-5,000
-31% -$282K ﹤0.01% 1797
2022
Q1 		$929K Sell
15,974
-894
-5% -$53.8K ﹤0.01% 1625
2021
Q4 		$1.05M Sell
16,868
-6,335
-27% -$394K ﹤0.01% 1550
2021
Q3 		$1.44M Sell
23,203
-6,858
-23% -$430K 0.01% 1275
2021
Q2 		$1.88M Buy
30,061
+4,973
+20% +$311K 0.01% 1160
2021
Q1 		$1.56M Sell
25,088
-3,459
-12% -$216K 0.01% 1145
2020
Q4 		$1.79M Sell
28,547
-2,358
-8% -$147K 0.01% 978
2020
Q3 		$1.93M Buy
30,905
+194
+0.6% +$12.1K 0.01% 824
2020
Q2 		$1.91M Sell
30,711
-149
-0.5% -$9.13K 0.01% 798
2020
Q1 		$1.87M Sell
30,860
-2,992
-9% -$183K 0.02% 699
2019
Q4 		$2.07M Sell
33,852
-3,101
-8% -$190K 0.02% 778
2019
Q3 		$2.26M Buy
36,953
+813
+2% +$49.8K 0.02% 696
2019
Q2 		$2.19M Sell
36,140
-1,401
-4% -$84K 0.02% 680
2019
Q1 		$2.24M Buy
37,541
+515
+1% +$30.2K 0.02% 668
2018
Q4 		$2.16M Buy
37,026
+815
+2% +$46.9K 0.02% 605
2018
Q3 		$2.1M Sell
36,211
-1,132
-3% -$66.1K 0.02% 671
2018
Q2 		$2.19M Buy
37,343
+4,317
+13% +$251K 0.02% 619
2018
Q1 		$1.93M Buy
33,026
+112
+0.3% +$6.55K 0.02% 637
2017
Q4 		$1.95M Sell
32,914
-1,156
-3% -$68.4K 0.02% 596
2017
Q3 		$2.02M Buy
34,070
+452
+1% +$26.8K 0.03% 537
2017
Q2 		$1.98M Buy
33,618
+986
+3% +$57.9K 0.03% 521
2017
Q1 		$1.9M Buy
32,632
+1,158
+4% +$66.9K 0.03% 458
2016
Q4 		$1.82M Buy
31,474
+1,762
+6% +$103K 0.03% 464
2016
Q3 		$1.79M Buy
29,712
+9,396
+46% +$570K 0.03% 459
2016
Q2 		$1.24M Sell
20,316
-7,176
-26% -$432K 0.03% 519
2016
Q1 		$1.64M Buy
27,492
+2,096
+8% +$125K 0.04% 407
2015
Q4 		$1.5M Buy
25,396
+8,170
+47% +$480K 0.04% 428
2015
Q3 		$1.01M Sell
17,226
-3,904
-18% -$227K 0.03% 474
2015
Q2 		$1.22M Buy
21,130
+5,746
+37% +$335K 0.03% 443
2015
Q1 		$910K Sell
15,384
-852
-5% -$50.3K 0.03% 536
2014
Q4 		$956K Buy
16,236
+130
+0.8% +$7.64K 0.03% 497
2014
Q3 		$940K Hold
16,106
– – 0.03% 548
2014
Q2 		$933K Buy
16,106
+108
+0.7% +$6.2K 0.03% 480
2014
Q1 		$906K Buy
15,998
+9,818
+159% +$551K 0.03% 460
2013
Q4 		$336K Sell
6,180
-170
-3% -$9.34K 0.01% 825
2013
Q3 		$346K Hold
6,350
– – 0.02% 776
2013
Q2 		$343K Buy
+6,350
New +$361K 0.02% 703

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

Cambridge Investment Research Advisors's CMF Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 0.35% in Q1 2026, selling an estimated $2.37K and leaving 11,843 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Cambridge Investment Research Advisors first reported a position in CMF in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.26M in Q3 2019. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Cambridge Investment Research Advisors held 11,843 shares of iShares California Muni Bond ETF worth $673K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 41 iShares California Muni Bond ETF shares in Q1 2026, an estimated $2.37K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2537 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's iShares California Muni Bond ETF position peaked at $2.26M in Q3 2019.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.