CCWA
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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
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 $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 $376B AUM 19.32% 1-Year Est. Return