Corient Private Wealth
CMF icon

Corient Private Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Corient Private Wealth’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 		$1.8M Buy
31,204
+3,609
+13% +$207K ﹤0.01% 1456
2026
Q1 		$1.57M Sell
27,595
-4,573
-14% -$264K ﹤0.01% 1396
2025
Q4 		$1.85M Buy
32,168
+22,562
+235% +$1.3M ﹤0.01% 1196
2025
Q3 		$548K Sell
9,606
-3,734
-28% -$209K ﹤0.01% 1747
2025
Q2 		$744K Buy
13,340
+9,489
+246% +$527K ﹤0.01% 1499
2025
Q1 		$217K Buy
+3,851
New +$219K ﹤0.01% 2028

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

Corient Private Wealth's CMF Position: Q2 2026 in Review

Corient Private Wealth increased its iShares California Muni Bond ETF (CMF) stake by 13% in Q2 2026, buying an estimated $207K and bringing the position to 31,204 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Corient Private Wealth first reported a position in CMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.85M in Q4 2025. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Corient Private Wealth held 31,204 shares of iShares California Muni Bond ETF worth $1.8M as of Q2 2026.
  • Corient Private Wealth bought 3,609 iShares California Muni Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares California Muni Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1456 holding.
  • Corient Private Wealth first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Corient Private Wealth's iShares California Muni Bond ETF position peaked at $1.85M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.