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

Crestwood Advisors Group’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	$701K	Buy	12,154 +2,071	+21%	+$119K	0.01%	386
2026 Q1	$573K	Sell	10,083 -309	-3%	-$17.8K	0.01%	386
2025 Q4	$597K	Sell	10,392 -4,622	-31%	-$265K	0.01%	357
2025 Q3	$856K	Buy	15,014 +4,531	+43%	+$253K	0.01%	303
2025 Q2	$584K	Buy	+10,483	New	+$582K	0.01%	327
2022 Q1	–	Sell	-3,281	Closed	-$205K	–	292
2021 Q4	$205K	Hold	3,281	–	–	0.01%	287
2021 Q3	$204K	Hold	3,281	–	–	0.01%	260
2021 Q2	$205K	Hold	3,281	–	–	0.01%	261
2021 Q1	$204K	Hold	3,281	–	–	0.01%	253
2020 Q4	$206K	Sell	3,281 -319	-9%	-$19.9K	0.01%	254
2020 Q3	$225K	Hold	3,600	–	–	0.01%	217
2020 Q2	$224K	Hold	3,600	–	–	0.01%	214
2020 Q1	$218K	Hold	3,600	–	–	0.01%	202
2019 Q4	$220K	Buy	3,600 +200	+6%	+$12.2K	0.01%	240
2019 Q3	$208K	Hold	3,400	–	–	0.01%	236
2019 Q2	$206K	Hold	3,400	–	–	0.01%	228
2019 Q1	$203K	Buy	+3,400	New	+$200K	0.01%	169
2017 Q2	–	Sell	-2,650	Closed	-$154K	–	205
2017 Q1	$154K	Buy	+2,650	New	+$153K	0.01%	157

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

Crestwood Advisors Group's CMF Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares California Muni Bond ETF (CMF) stake by 21% in Q2 2026, buying an estimated $119K and bringing the position to 12,154 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #386.

Crestwood Advisors Group first reported a position in CMF in Q1 2017 and has held it in 18 quarters since. The position peaked at $856K in Q3 2025. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Crestwood Advisors Group held 12,154 shares of iShares California Muni Bond ETF worth $701K as of Q2 2026.
Crestwood Advisors Group bought 2,071 iShares California Muni Bond ETF shares in Q2 2026, an estimated $119K.
iShares California Muni Bond ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #386 holding.
Crestwood Advisors Group first reported a position in iShares California Muni Bond ETF in Q1 2017 and has held it in 18 quarters since.
Crestwood Advisors Group's iShares California Muni Bond ETF position peaked at $856K in Q3 2025.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.