Creative Planning’s iShares California Muni Bond ETF CMF Stock Holding History

Creative Planning’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	$15.8M	Buy	277,418 +57,611	+26%	+$3.32M	0.01%	522
2025 Q4	$12.6M	Buy	219,807 +6,482	+3%	+$372K	0.01%	528
2025 Q3	$12.2M	Buy	213,325 +12,985	+6%	+$726K	0.01%	501
2025 Q2	$11.2M	Sell	200,340 -42,373	-17%	-$2.35M	0.01%	488
2025 Q1	$13.7M	Buy	242,713 +62,456	+35%	+$3.55M	0.01%	399
2024 Q4	$10.3M	Sell	180,257 -11,070	-6%	-$637K	0.01%	434
2024 Q3	$11.1M	Buy	191,327 +15,596	+9%	+$898K	0.01%	409
2024 Q2	$10M	Sell	175,731 -11,793	-6%	-$671K	0.01%	406
2024 Q1	$10.8M	Buy	187,524 +14,943	+9%	+$862K	0.01%	387
2023 Q4	$10M	Sell	172,581 -28,337	-14%	-$1.58M	0.02%	376
2023 Q3	$11M	Buy	200,918 +7,375	+4%	+$415K	0.01%	337
2023 Q2	$11M	Buy	193,543 +14,503	+8%	+$826K	0.01%	331
2023 Q1	$10.3M	Buy	179,040 +28,154	+19%	+$1.6M	0.01%	332
2022 Q4	$8.47M	Buy	150,886 +48,082	+47%	+$2.67M	0.01%	370
2022 Q3	$5.57M	Buy	102,804 +18,524	+22%	+$1.05M	0.01%	418
2022 Q2	$4.76M	Buy	84,280 +56,258	+201%	+$3.18M	0.01%	467
2022 Q1	$1.63M	Buy	28,022 +22,572	+414%	+$1.36M	﹤0.01%	786
2021 Q4	$340K	Sell	5,450 -11,375	-68%	-$707K	﹤0.01%	1532
2021 Q3	$1.04M	Buy	16,825 +7,532	+81%	+$472K	﹤0.01%	930
2021 Q2	$582K	Buy	9,293 +799	+9%	+$50K	﹤0.01%	1191
2021 Q1	$528K	Sell	8,494 -7,098	-46%	-$444K	﹤0.01%	1404
2020 Q4	$980K	Buy	+15,592	New	+$974K	﹤0.01%	961
2020 Q2	–	Sell	-4,529	Closed	-$274K	–	2036
2020 Q1	$274K	Buy	+4,529	New	+$277K	﹤0.01%	1213
2018 Q1	–	Sell	-3,399	Closed	-$201K	–	2053
2017 Q4	$201K	Buy	+3,399	New	+$201K	﹤0.01%	1604
2017 Q3	–	Sell	-860	Closed	-$51K	–	2213
2017 Q2	$51K	Buy	+860	New	+$50.5K	﹤0.01%	2492
2016 Q4	–	Sell	-16	Closed	-$1K	–	4638
2016 Q3	$1K	Buy	+16	New	+$971	﹤0.01%	4356
2013 Q3	–	Sell	-666	Closed	-$36K	–	3224
2013 Q2	$36K	Buy	+666	New	+$37.8K	﹤0.01%	1560

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's CMF Position: Q1 2026 in Review

Creative Planning increased its iShares California Muni Bond ETF (CMF) stake by 26% in Q1 2026, buying an estimated $3.32M and bringing the position to 277,418 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #522.

Creative Planning first reported a position in CMF in Q2 2013 and has held it in 27 quarters since. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Creative Planning held 277,418 shares of iShares California Muni Bond ETF worth $15.8M as of Q1 2026.
Creative Planning bought 57,611 iShares California Muni Bond ETF shares in Q1 2026, an estimated $3.32M.
iShares California Muni Bond ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #522 holding.
Creative Planning first reported a position in iShares California Muni Bond ETF in Q2 2013 and has held it in 27 quarters since.
349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.