Envestnet Portfolio Solutions’s iShares California Muni Bond ETF CMF Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-359,418	Closed	-$20.7M	–	1327
2025 Q4	$20.7M	Buy	359,418 +89,679	+33%	+$5.15M	0.07%	136
2025 Q3	$15.4M	Buy	269,739 +30,296	+13%	+$1.69M	0.06%	171
2025 Q2	$13.3M	Buy	239,443 +34,700	+17%	+$1.93M	0.05%	188
2025 Q1	$11.5M	Buy	204,743 +22,438	+12%	+$1.28M	0.04%	207
2024 Q4	$10.4M	Buy	182,305 +36,680	+25%	+$2.11M	0.03%	238
2024 Q3	$8.46M	Buy	145,625 +28,073	+24%	+$1.62M	0.03%	280
2024 Q2	$6.69M	Buy	117,552 +32,863	+39%	+$1.87M	0.02%	311
2024 Q1	$4.87M	Buy	84,689 +26,566	+46%	+$1.53M	0.02%	383
2023 Q4	$3.37M	Buy	58,123 +11,484	+25%	+$641K	0.01%	441
2023 Q3	$2.56M	Buy	+46,639	New	+$2.62M	0.01%	480

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions's CMF Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares California Muni Bond ETF (CMF) in Q1 2026, closing a stake of 359,418 shares — an estimated $20.7M sold.

Envestnet Portfolio Solutions first reported a position in CMF in Q3 2023 and held it in 10 quarters. The position peaked at $20.7M in Q4 2025. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining iShares California Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 359,418 iShares California Muni Bond ETF shares in Q1 2026, an estimated $20.7M.
Envestnet Portfolio Solutions first reported a position in iShares California Muni Bond ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's iShares California Muni Bond ETF position peaked at $20.7M in Q4 2025.
351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.