Empower Advisory Group
CMF icon

Empower Advisory Group’s iShares California Muni Bond ETF CMF Stock Holding History

Empower Advisory 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
Q3 		$2.48M Sell
45,877
-1,820
-4% -$102K 0.01% 215
2026
Q2 		$2.75M Buy
47,697
+9,163
+24% +$525K 0.01% 212
2026
Q1 		$2.19M Buy
38,534
+1,492
+4% +$86.1K 0.01% 208
2025
Q4 		$2.13M Buy
37,042
+11,223
+43% +$644K 0.01% 210
2025
Q3 		$1.47M Sell
25,819
-1,676
-6% -$93.8K ﹤0.01% 224
2025
Q2 		$1.53M Buy
27,495
+1,932
+8% +$107K ﹤0.01% 216
2025
Q1 		$1.44M Buy
25,563
+317
+1% +$18K ﹤0.01% 217
2024
Q4 		$1.45M Buy
25,246
+2,236
+10% +$129K ﹤0.01% 220
2024
Q3 		$1.34M Buy
23,010
+2,371
+11% +$137K ﹤0.01% 217
2024
Q2 		$1.17M Buy
20,639
+72
+0.4% +$4.1K ﹤0.01% 217
2024
Q1 		$1.18M Sell
20,567
-330
-2% -$19K ﹤0.01% 221
2023
Q4 		$1.21M Sell
20,897
-6,456
-24% -$360K ﹤0.01% 227
2023
Q3 		$1.5M Sell
27,353
-423
-2% -$23.8K 0.01% 211
2023
Q2 		$1.58M Buy
27,776
+2,201
+9% +$125K 0.01% 214
2023
Q1 		$1.47M Buy
+25,575
New +$1.45M 0.01% 224

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Empower Advisory Group's CMF Position: Q3 2026 in Review

Empower Advisory Group reduced its iShares California Muni Bond ETF (CMF) stake by 3.8% in Q3 2026, selling an estimated $102K and leaving 45,877 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #215.

Empower Advisory Group first reported a position in CMF in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.75M in Q2 2026. 320 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

  • Empower Advisory Group held 45,877 shares of iShares California Muni Bond ETF worth $2.48M as of Q3 2026.
  • Empower Advisory Group sold 1,820 iShares California Muni Bond ETF shares in Q3 2026, an estimated $102K.
  • iShares California Muni Bond ETF made up 0.01% of Empower Advisory Group's portfolio in Q3 2026, its #215 holding.
  • Empower Advisory Group first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Empower Advisory Group's iShares California Muni Bond ETF position peaked at $2.75M in Q2 2026.
  • 320 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.