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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Empower Advisory Group's CMF Position: Q2 2026 in Review

Empower Advisory Group increased its iShares California Muni Bond ETF (CMF) stake by 24% in Q2 2026, buying an estimated $525K and bringing the position to 47,697 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #212.

Empower Advisory Group first reported a position in CMF in Q1 2023 and has held it in 14 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Empower Advisory Group held 47,697 shares of iShares California Muni Bond ETF worth $2.75M as of Q2 2026.
  • Empower Advisory Group bought 9,163 iShares California Muni Bond ETF shares in Q2 2026, an estimated $525K.
  • iShares California Muni Bond ETF made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #212 holding.
  • Empower Advisory Group first reported a position in iShares California Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.