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

Crewe 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	$33.4K	Hold	580	–	–	﹤0.01%	511
2026 Q1	$33K	Sell	580 -295	-34%	-$17K	﹤0.01%	423
2025 Q4	$50.3K	Hold	875	–	–	﹤0.01%	364
2025 Q3	$49.9K	Hold	875	–	–	﹤0.01%	381
2025 Q2	$48.8K	Hold	875	–	–	0.01%	292
2025 Q1	$49.2K	Hold	875	–	–	0.01%	271
2024 Q4	$50.1K	Hold	875	–	–	0.01%	282
2024 Q3	$50.8K	Hold	875	–	–	0.01%	295
2024 Q2	$49.8K	Buy	+875	New	+$49.8K	0.01%	370
2020 Q2	–	Sell	-1,306	Closed	-$79K	–	217
2020 Q1	$79K	Buy	+1,306	New	+$79.9K	0.05%	72

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

Crewe Advisors's CMF Position: Q2 2026 in Review

Crewe Advisors held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 580 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Crewe Advisors first reported a position in CMF in Q1 2020 and has held it in 10 quarters since. The position peaked at $79K in Q1 2020. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Crewe Advisors held 580 shares of iShares California Muni Bond ETF worth $33.4K as of Q2 2026.
Crewe Advisors left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #511 holding.
Crewe Advisors first reported a position in iShares California Muni Bond ETF in Q1 2020 and has held it in 10 quarters since.
Crewe Advisors's iShares California Muni Bond ETF position peaked at $79K in Q1 2020.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.