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Evolve Private Wealth’s iShares California Muni Bond ETF CMF Stock Holding History

Evolve Private Wealth’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 		$2.4M Buy
41,710
+2,613
+7% +$150K 0.15% 135
2026
Q1 		$2.22M Buy
39,097
+8,052
+26% +$465K 0.12% 163
2025
Q4 		$1.78M Buy
+31,045
New +$1.78M 0.11% 184

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

Evolve Private Wealth's CMF Position: Q2 2026 in Review

Evolve Private Wealth increased its iShares California Muni Bond ETF (CMF) stake by 6.7% in Q2 2026, buying an estimated $150K and bringing the position to 41,710 shares worth $2.4M. The position accounts for 0.15% of the portfolio, ranked #135.

Evolve Private Wealth first reported a position in CMF in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Evolve Private Wealth held 41,710 shares of iShares California Muni Bond ETF worth $2.4M as of Q2 2026.
  • Evolve Private Wealth bought 2,613 iShares California Muni Bond ETF shares in Q2 2026, an estimated $150K.
  • iShares California Muni Bond ETF made up 0.15% of Evolve Private Wealth's portfolio in Q2 2026, its #135 holding.
  • Evolve Private Wealth first reported a position in iShares California Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.