Culbertson A N & Co’s iShares California Muni Bond ETF CMF Stock Holding History

Culbertson A N & Co’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	$205K	Buy	+3,550	New	+$203K	0.02%	137

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

Culbertson A N & Co's CMF Position: Q2 2026 in Review

Culbertson A N & Co opened a new position in iShares California Muni Bond ETF (CMF) in Q2 2026: 3,550 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings.

354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Culbertson A N & Co held 3,550 shares of iShares California Muni Bond ETF worth $205K as of Q2 2026.
iShares California Muni Bond ETF was a new Culbertson A N & Co position in Q2 2026.
iShares California Muni Bond ETF made up 0.02% of Culbertson A N & Co's portfolio in Q2 2026, its #137 holding.
354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.