Cerity Partners
CMF icon

Cerity Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Cerity Partners’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
Q2 		$22.5M Buy
390,584
+59,514
+18% +$3.41M 0.03% 444
2026
Q1 		$18.8M Buy
331,070
+79,792
+32% +$4.6M 0.03% 464
2025
Q4 		$14.4M Buy
251,278
+17,414
+7% +$1,000K 0.02% 506
2025
Q3 		$13.3M Buy
233,864
+7,024
+3% +$393K 0.02% 478
2025
Q2 		$12.6M Sell
226,840
-9,340
-4% -$519K 0.02% 462
2025
Q1 		$13.3M Buy
236,180
+12,432
+6% +$707K 0.03% 424
2024
Q4 		$12.8M Buy
223,748
+92,619
+71% +$5.33M 0.03% 419
2024
Q3 		$7.62M Buy
131,129
+1,475
+1% +$84.9K 0.02% 571
2024
Q2 		$7.37M Buy
129,654
+120
+0.1% +$6.83K 0.02% 504
2024
Q1 		$7.45M Buy
129,534
+11,846
+10% +$684K 0.02% 537
2023
Q4 		$6.82M Buy
117,688
+18,207
+18% +$1.02M 0.02% 459
2023
Q3 		$5.46M Buy
99,481
+66,253
+199% +$3.73M 0.03% 403
2023
Q2 		$1.89M Buy
33,228
+10,010
+43% +$570K 0.01% 742
2023
Q1 		$1.33M Sell
23,218
-8,793
-27% -$500K ﹤0.01% 860
2022
Q4 		$1.8M Buy
32,011
+22,924
+252% +$1.27M 0.01% 541
2022
Q3 		$493K Hold
9,087
– – 0.01% 716
2022
Q2 		$513K Buy
9,087
+5,563
+158% +$314K 0.01% 734
2022
Q1 		$205K Sell
3,524
-9,317
-73% -$561K ﹤0.01% 862
2021
Q4 		$800K Sell
12,841
-5,790
-31% -$360K 0.01% 478
2021
Q3 		$1.16M Buy
18,631
+1,251
+7% +$78.4K 0.03% 341
2021
Q2 		$1.09M Sell
17,380
-1,202
-6% -$75.2K 0.02% 353
2021
Q1 		$1.15M Sell
18,582
-1,049
-5% -$65.6K 0.03% 329
2020
Q4 		$1.23M Buy
+19,631
New +$1.23M 0.04% 282

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cerity Partners's CMF Position: Q2 2026 in Review

Cerity Partners increased its iShares California Muni Bond ETF (CMF) stake by 18% in Q2 2026, buying an estimated $3.41M and bringing the position to 390,584 shares worth $22.5M. The position accounts for 0.03% of the portfolio, ranked #444.

Cerity Partners first reported a position in CMF in Q4 2020 and has held it in 23 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Cerity Partners held 390,584 shares of iShares California Muni Bond ETF worth $22.5M as of Q2 2026.
  • Cerity Partners bought 59,514 iShares California Muni Bond ETF shares in Q2 2026, an estimated $3.41M.
  • iShares California Muni Bond ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #444 holding.
  • Cerity Partners first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.