Cetera Investment Advisers
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Cetera Investment Advisers’s iShares California Muni Bond ETF CMF Stock Holding History

Cetera Investment Advisers’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 		$20.8M Sell
360,260
-8,248
-2% -$472K 0.02% 741
2026
Q1 		$21M Sell
368,508
-9,549
-3% -$551K 0.02% 658
2025
Q4 		$21.7M Buy
378,057
+60,318
+19% +$3.46M 0.02% 633
2025
Q3 		$18.1M Buy
317,739
+97,982
+45% +$5.48M 0.02% 682
2025
Q2 		$12.2M Sell
219,757
-13,204
-6% -$733K 0.02% 718
2025
Q1 		$13.1M Buy
232,961
+12,554
+6% +$714K 0.03% 637
2024
Q4 		$12.6M Buy
220,407
+21,182
+11% +$1.22M 0.03% 614
2024
Q3 		$11.6M Buy
199,225
+10,318
+5% +$594K 0.03% 638
2024
Q2 		$10.7M Sell
188,907
-2,890
-2% -$164K 0.02% 643
2024
Q1 		$11M Buy
191,797
+50,008
+35% +$2.89M 0.03% 633
2023
Q4 		$8.22M Buy
141,789
+5,640
+4% +$315K 0.07% 271
2023
Q3 		$7.47M Buy
136,149
+16,073
+13% +$904K 0.06% 296
2023
Q2 		$6.84M Buy
120,076
+3,684
+3% +$210K 0.06% 313
2023
Q1 		$6.68M Buy
116,392
+16,629
+17% +$946K 0.06% 307
2022
Q4 		$5.6M Buy
99,763
+86,484
+651% +$4.8M 0.05% 353
2022
Q3 		$720K Sell
13,279
-136
-1% -$7.7K 0.01% 847
2022
Q2 		$757K Buy
13,415
+814
+6% +$46K 0.01% 901
2022
Q1 		$733K Sell
12,601
-374
-3% -$22.5K 0.01% 944
2021
Q4 		$809K Buy
12,975
+396
+3% +$24.6K 0.01% 903
2021
Q3 		$781K Sell
12,579
-2,258
-15% -$142K 0.01% 883
2021
Q2 		$929K Buy
14,837
+4,099
+38% +$256K 0.01% 805
2021
Q1 		$667K Buy
10,738
+322
+3% +$20.1K 0.01% 836
2020
Q4 		$654K Buy
+10,416
New +$650K 0.01% 848

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

Cetera Investment Advisers's CMF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares California Muni Bond ETF (CMF) stake by 2.2% in Q2 2026, selling an estimated $472K and leaving 360,260 shares worth $20.8M. The position accounts for 0.02% of the portfolio, ranked #741.

Cetera Investment Advisers first reported a position in CMF in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.7M in Q4 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Cetera Investment Advisers held 360,260 shares of iShares California Muni Bond ETF worth $20.8M as of Q2 2026.
  • Cetera Investment Advisers sold 8,248 iShares California Muni Bond ETF shares in Q2 2026, an estimated $472K.
  • iShares California Muni Bond ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #741 holding.
  • Cetera Investment Advisers first reported a position in iShares California Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's iShares California Muni Bond ETF position peaked at $21.7M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.