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F.L. Putnam Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

F.L. Putnam Investment Management’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 		$288K Buy
4,798
+605
+14% +$34.6K ﹤0.01% 561
2026
Q1 		$238K Hold
4,193
– – ﹤0.01% 533
2025
Q4 		$241K Sell
4,193
-265
-6% -$15.2K ﹤0.01% 546
2025
Q3 		$254K Hold
4,458
– – ﹤0.01% 521
2025
Q2 		$248K Hold
4,458
– – ﹤0.01% 525
2025
Q1 		$251K Hold
4,458
– – ﹤0.01% 520
2024
Q4 		$255K Buy
4,458
+50
+1% +$2.88K ﹤0.01% 515
2024
Q3 		$256K Buy
+4,408
New +$254K ﹤0.01% 517

Other funds holding CMF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

F.L. Putnam Investment Management's CMF Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares California Muni Bond ETF (CMF) stake by 14% in Q2 2026, buying an estimated $34.6K and bringing the position to 4,798 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

F.L. Putnam Investment Management first reported a position in CMF in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • F.L. Putnam Investment Management held 4,798 shares of iShares California Muni Bond ETF worth $288K as of Q2 2026.
  • F.L. Putnam Investment Management bought 605 iShares California Muni Bond ETF shares in Q2 2026, an estimated $34.6K.
  • iShares California Muni Bond ETF made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #561 holding.
  • F.L. Putnam Investment Management first reported a position in iShares California Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 240 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.