FMTC
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Farmers & Merchants Trust Company’s iShares California Muni Bond ETF CMF Stock Holding History

Farmers & Merchants Trust Company’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 		$550K Hold
9,665
– – 0.13% 106
2025
Q4 		$555K Sell
9,665
-624
-6% -$35.8K 0.13% 112
2025
Q3 		$587K Buy
10,289
+1,229
+14% +$68.8K 0.12% 125
2025
Q2 		$505K Sell
9,060
-3,650
-29% -$203K 0.11% 139
2025
Q1 		$715K Hold
12,710
– – 0.18% 95
2024
Q4 		$728K Buy
12,710
+609
+5% +$35K 0.18% 91
2024
Q3 		$703K Buy
12,101
+125
+1% +$7.2K 0.17% 94
2024
Q2 		$681K Sell
11,976
-397
-3% -$22.6K 0.18% 96
2024
Q1 		$712K Buy
12,373
+3,425
+38% +$198K 0.18% 98
2023
Q4 		$518K Buy
8,948
+4,499
+101% +$251K 0.14% 108
2023
Q3 		$244K Sell
4,449
-4,103
-48% -$231K 0.07% 146
2023
Q2 		$487K Buy
8,552
+507
+6% +$28.9K 0.13% 107
2023
Q1 		$462K Buy
+8,045
New +$458K 0.13% 108
2022
Q2 		– Sell
-6,188
Closed -$360K – 157
2022
Q1 		$360K Sell
6,188
-11,370
-65% -$684K 0.09% 123
2021
Q4 		$1.09M Hold
17,558
– – 0.27% 69
2021
Q3 		$1.09M Buy
17,558
+3,750
+27% +$235K 0.29% 63
2021
Q2 		$865K Buy
+13,808
New +$863K 0.24% 77

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Farmers & Merchants Trust Company's CMF Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 9,665 shares worth $550K. The position accounts for 0.13% of the portfolio, ranked #106.

Farmers & Merchants Trust Company first reported a position in CMF in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q4 2021. 349 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

  • Farmers & Merchants Trust Company held 9,665 shares of iShares California Muni Bond ETF worth $550K as of Q1 2026.
  • Farmers & Merchants Trust Company left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
  • iShares California Muni Bond ETF made up 0.13% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #106 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares California Muni Bond ETF in Q2 2021 and has held it in 17 quarters since.
  • Farmers & Merchants Trust Company's iShares California Muni Bond ETF position peaked at $1.09M in Q4 2021.
  • 349 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.