CA
CMF icon

Clearstead Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Clearstead 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 		$274K Buy
+4,754
New +$272K ﹤0.01% 956
2024
Q4 		– Sell
-3,614
Closed -$210K – 2110
2024
Q3 		$210K Buy
+3,614
New +$208K ﹤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

Clearstead Advisors's CMF Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 4,754 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CMF as recently as Q3 2024.

Clearstead Advisors first reported a position in CMF in Q3 2024 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Clearstead Advisors held 4,754 shares of iShares California Muni Bond ETF worth $274K as of Q2 2026.
  • iShares California Muni Bond ETF was a new Clearstead Advisors position in Q2 2026.
  • iShares California Muni Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #956 holding.
  • Clearstead Advisors first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.