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

EverSource Wealth 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	$21K	Buy	364 +2	+0.6%	+$115	﹤0.01%	2393
2026 Q1	$20.6K	Buy	362 +2	+0.6%	+$115	﹤0.01%	2487
2025 Q4	$20.7K	Buy	360 +4	+1%	+$230	﹤0.01%	2362
2025 Q3	$20.3K	Buy	356 +2	+0.6%	+$112	﹤0.01%	2340
2025 Q2	$19.7K	Buy	354 +3	+0.9%	+$167	﹤0.01%	2299
2025 Q1	$19.7K	Buy	+351	New	+$19.9K	﹤0.01%	1694

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

EverSource Wealth Advisors's CMF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares California Muni Bond ETF (CMF) stake by 0.55% in Q2 2026, buying an estimated $115 and bringing the position to 364 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

EverSource Wealth Advisors first reported a position in CMF in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

EverSource Wealth Advisors held 364 shares of iShares California Muni Bond ETF worth $21K as of Q2 2026.
EverSource Wealth Advisors bought 2 iShares California Muni Bond ETF shares in Q2 2026, an estimated $115.
iShares California Muni Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2393 holding.
EverSource Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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