Cresset Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

Cresset Asset Management’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	$4.16M	Buy	72,199 +55,171	+324%	+$3.16M	0.02%	460
2026 Q1	$968K	Buy	+17,028	New	+$982K	﹤0.01%	792
2025 Q1	–	Sell	-13,210	Closed	-$757K	–	1737
2024 Q4	$757K	Buy	+13,210	New	+$760K	﹤0.01%	907
2023 Q1	–	Sell	-11,912	Closed	-$668K	–	825
2022 Q4	$668K	Buy	+11,912	New	+$661K	0.01%	382

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cresset Asset Management's CMF Position: Q2 2026 in Review

Cresset Asset Management increased its iShares California Muni Bond ETF (CMF) stake by 324% in Q2 2026, buying an estimated $3.16M and bringing the position to 72,199 shares worth $4.16M. The position accounts for 0.02% of the portfolio, ranked #460.

Cresset Asset Management first reported a position in CMF in Q4 2022 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Cresset Asset Management held 72,199 shares of iShares California Muni Bond ETF worth $4.16M as of Q2 2026.
Cresset Asset Management bought 55,171 iShares California Muni Bond ETF shares in Q2 2026, an estimated $3.16M.
iShares California Muni Bond ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #460 holding.
Cresset Asset Management first reported a position in iShares California Muni Bond ETF in Q4 2022 and has held it in 4 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.