Capital Group Private Client Services’s iShares California Muni Bond ETF CMF Stock Holding History

Capital Group Private Client Services’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 Q3	$211K	Buy	+3,890	New	+$219K	﹤0.01%	256

Other funds holding CMF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Capital Group Private Client Services's CMF Position: Q3 2026 in Review

Capital Group Private Client Services opened a new position in iShares California Muni Bond ETF (CMF) in Q3 2026: 3,890 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #256 among its holdings.

320 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Capital Group Private Client Services held 3,890 shares of iShares California Muni Bond ETF worth $211K as of Q3 2026.
iShares California Muni Bond ETF was a new Capital Group Private Client Services position in Q3 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q3 2026, its #256 holding.
320 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Capital Group Private Client Services's 13F filing for Q3 2026, filed 12 Nov 2026.