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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$11.3M Buy
195,345
+3,316
+2% +$190K 0.15% 63
2026
Q1 		$10.9M Buy
192,029
+26,512
+16% +$1.53M 0.16% 61
2025
Q4 		$9.51M Buy
165,517
+18,285
+12% +$1.05M 0.14% 65
2025
Q3 		$8.4M Buy
147,232
+61,688
+72% +$3.45M 0.13% 69
2025
Q2 		$4.77M Buy
85,544
+17,467
+26% +$970K 0.08% 86
2025
Q1 		$3.83M Buy
68,077
+11,401
+20% +$648K 0.07% 91
2024
Q4 		$3.25M Sell
56,676
-9,004
-14% -$518K 0.06% 82
2024
Q3 		$3.82M Buy
65,680
+5,849
+10% +$337K 0.09% 77
2024
Q2 		$3.4M Buy
59,831
+43,525
+267% +$2.48M 0.07% 79
2024
Q1 		$938K Buy
+16,306
New +$941K 0.02% 135

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

CLA (CliftonLarsonAllen) Wealth Advisors's CMF Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares California Muni Bond ETF (CMF) stake by 1.7% in Q2 2026, buying an estimated $190K and bringing the position to 195,345 shares worth $11.3M. The position accounts for 0.15% of the portfolio, ranked #63.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CMF in Q1 2024 and has held it in 10 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 195,345 shares of iShares California Muni Bond ETF worth $11.3M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 3,316 iShares California Muni Bond ETF shares in Q2 2026, an estimated $190K.
  • iShares California Muni Bond ETF made up 0.15% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.